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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 | $46,575 | $100,895-53.8% | $90,430-48.5% | $158,950-70.7% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 15.16% | 1725.54%-1710.4pp | 1293.73%-1278.6pp | 302.91%-287.7pp |
| Employer contribution / active EE | $1,591 | $3,689-56.9% | $3,262-51.2% | $4,762-66.6% |
| Participant deferral / active EE | $3,398 | $4,347-21.8% | $3,963-14.2% | $5,983-43.2% |
| Admin fee / account holder | $8,217 | $6,505+26.3% | $5,613+46.4% | $11,248-26.9% |