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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 | $61,698 | $88,815-30.5% | $81,882-24.6% | $145,897-57.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 9.95% | 1033.75%-1023.8pp | 779.47%-769.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,153 | $3,086-62.6% | $2,916-60.5% | $4,663-75.3% |
| Participant deferral / active EE | $2,591 | $4,647-44.2% | $4,323-40.1% | $6,689-61.3% |
| Admin fee / account holder | $2,005 | $8,434-76.2% | $7,360-72.8% | $13,390-85.0% |