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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 | $39,191 | $99,017-60.4% | $86,587-54.7% | $147,585-73.4% |
| Participation rate | 43.5% | 76.3%-32.9pp | 73.5%-30.1pp | 82.8%-39.4pp |
| Annual return | 13.79% | 1312.37%-1298.6pp | 964.86%-951.1pp | 578.56%-564.8pp |
| Employer contribution / active EE | $4,462 | $3,132+42.5% | $2,839+57.1% | $4,876-8.5% |
| Participant deferral / active EE | $5,829 | $3,972+46.7% | $3,609+61.5% | $5,439+7.2% |
| Admin fee / account holder | $8,927 | $5,710+56.3% | $4,906+82.0% | $10,885-18.0% |