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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 | $60,337 | $99,011-39.1% | $86,582-30.3% | $147,586-59.1% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 32.79% | 1312.75%-1280.0pp | 965.08%-932.3pp | 578.59%-545.8pp |
| Employer contribution / active EE | $2,747 | $3,132-12.3% | $2,839-3.2% | $4,876-43.7% |
| Participant deferral / active EE | $6,120 | $3,972+54.1% | $3,609+69.6% | $5,439+12.5% |
| Admin fee / account holder | $577 | $5,709-89.9% | $4,904-88.2% | $10,886-94.7% |