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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,407 | $76,785-26.5% | $56,441-0.1% | $145,959-61.4% |
| Participation rate | 43.8% | 63.2%-19.5pp | 52.5%-8.7pp | 80.3%-36.5pp |
| Annual return | 17.26% | 3000.51%-2983.2pp | 1704.21%-1686.9pp | 561.95%-544.7pp |
| Employer contribution / active EE | $963 | $1,381-30.3% | $1,039-7.3% | $4,661-79.3% |
| Participant deferral / active EE | $1,391 | $2,624-47.0% | $1,953-28.8% | $6,689-79.2% |
| Admin fee / account holder | $1,429 | $3,334-57.1% | $2,829-49.5% | $13,398-89.3% |