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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 | $88,815-28.3% | $81,882-22.2% | $145,897-56.4% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.8pp |
| Annual return | 13.72% | 1033.75%-1020.0pp | 779.47%-765.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,452 | $3,086-53.0% | $2,916-50.2% | $4,663-68.9% |
| Participant deferral / active EE | $3,465 | $4,647-25.4% | $4,323-19.8% | $6,689-48.2% |
| Admin fee / account holder | $23,695 | $8,434+180.9% | $7,360+222.0% | $13,390+77.0% |