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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 | $71,492 | $88,754-19.4% | $81,820-12.6% | $145,877-51.0% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 12.02% | 1031.77%-1019.7pp | 777.93%-765.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,146 | $3,085-62.9% | $2,915-60.7% | $4,663-75.4% |
| Participant deferral / active EE | $6,577 | $4,648+41.5% | $4,323+52.2% | $6,691-1.7% |
| Admin fee / account holder | $10,907 | $8,424+29.5% | $7,391+47.6% | $13,402-18.6% |