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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 | $88,754-30.5% | $81,820-24.6% | $145,877-57.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 9.95% | 1031.77%-1021.8pp | 777.93%-768.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,153 | $3,085-62.6% | $2,915-60.4% | $4,663-75.3% |
| Participant deferral / active EE | $2,591 | $4,648-44.2% | $4,323-40.1% | $6,691-61.3% |
| Admin fee / account holder | $2,005 | $8,424-76.2% | $7,391-72.9% | $13,402-85.0% |