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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 | $41,269 | $88,815-53.5% | $81,882-49.6% | $145,897-71.7% |
| Participation rate | 23.8% | 75.1%-51.3pp | 72.4%-48.6pp | 80.3%-56.5pp |
| Annual return | 21.69% | 1033.75%-1012.1pp | 779.47%-757.8pp | 552.29%-530.6pp |
| Employer contribution / active EE | $1,467 | $3,086-52.5% | $2,916-49.7% | $4,663-68.5% |
| Participant deferral / active EE | $2,429 | $4,647-47.7% | $4,323-43.8% | $6,689-63.7% |
| Admin fee / account holder | $5,065 | $8,434-39.9% | $7,360-31.2% | $13,390-62.2% |