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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 | $52,925 | $88,815-40.4% | $81,882-35.4% | $145,897-63.7% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 10.54% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,903 | $3,086-5.9% | $2,916-0.4% | $4,663-37.7% |
| Participant deferral / active EE | $6,910 | $4,647+48.7% | $4,323+59.8% | $6,689+3.3% |
| Admin fee / account holder | $3,591 | $8,434-57.4% | $7,360-51.2% | $13,390-73.2% |