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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 | $45,301 | $81,763-44.6% | $58,561-22.6% | $139,466-67.5% |
| Participation rate | 23.5% | 61.3%-37.8pp | 50.9%-27.3pp | 80.3%-56.8pp |
| Annual return | 15.10% | 7427.77%-7412.7pp | 4251.33%-4236.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,405 | $1,398+0.5% | $1,053+33.4% | $4,754-70.4% |
| Participant deferral / active EE | $2,553 | $2,555-0.1% | $1,923+32.8% | $6,712-62.0% |
| Admin fee / account holder | $1,524 | $3,273-53.4% | $2,520-39.5% | $11,409-86.6% |