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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 | $60,665 | $99,011-38.7% | $86,582-29.9% | $147,586-58.9% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 19.09% | 1312.75%-1293.7pp | 965.08%-946.0pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,022 | $3,132-67.4% | $2,839-64.0% | $4,876-79.0% |
| Participant deferral / active EE | $1,123 | $3,972-71.7% | $3,609-68.9% | $5,439-79.3% |
| Admin fee / account holder | $339 | $5,709-94.1% | $4,904-93.1% | $10,886-96.9% |