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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 | $61,203 | $88,754-31.0% | $81,820-25.2% | $145,877-58.0% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 11.05% | 1031.77%-1020.7pp | 777.93%-766.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,431 | $3,085-53.6% | $2,915-50.9% | $4,663-69.3% |
| Participant deferral / active EE | $4,512 | $4,648-2.9% | $4,323+4.4% | $6,691-32.6% |
| Admin fee / account holder | $459 | $8,424-94.6% | $7,391-93.8% | $13,402-96.6% |