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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 | $63,664 | $88,754-28.3% | $81,820-22.2% | $145,877-56.4% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 13.72% | 1031.77%-1018.0pp | 777.93%-764.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,452 | $3,085-53.0% | $2,915-50.2% | $4,663-68.9% |
| Participant deferral / active EE | $3,465 | $4,648-25.4% | $4,323-19.8% | $6,691-48.2% |
| Admin fee / account holder | $23,695 | $8,424+181.3% | $7,391+220.6% | $13,402+76.8% |