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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 | $61,094 | $96,419-36.6% | $80,648-24.2% | $139,487-56.2% |
| Participation rate | 29.2% | 73.6%-44.5pp | 67.0%-37.8pp | 80.3%-51.2pp |
| Annual return | 36.02% | 1352.86%-1316.8pp | 937.21%-901.2pp | 373.84%-337.8pp |
| Employer contribution / active EE | $1,129 | $3,261-65.4% | $2,724-58.5% | $4,755-76.3% |
| Participant deferral / active EE | $2,301 | $5,225-56.0% | $4,443-48.2% | $6,713-65.7% |
| Admin fee / account holder | $1,158 | $6,605-82.5% | $5,382-78.5% | $11,407-89.8% |