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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 | $58,545 | $88,815-34.1% | $81,882-28.5% | $145,897-59.9% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 15.54% | 1033.75%-1018.2pp | 779.47%-763.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,661 | $3,086-46.2% | $2,916-43.0% | $4,663-64.4% |
| Participant deferral / active EE | $9,068 | $4,647+95.1% | $4,323+109.8% | $6,689+35.6% |
| Admin fee / account holder | $1,344 | $8,434-84.1% | $7,360-81.7% | $13,390-90.0% |