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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 | $71,669 | $160,059-55.2% | $140,019-48.8% | $135,379-47.1% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.5%-44.6pp | 82.6%-39.8pp |
| Annual return | 1.01% | 911.44%-910.4pp | 651.15%-650.1pp | 519.79%-518.8pp |
| Employer contribution / active EE | $2,151 | $6,420-66.5% | $5,605-61.6% | $4,779-55.0% |
| Participant deferral / active EE | $2,964 | $7,641-61.2% | $6,927-57.2% | $5,609-47.2% |
| Admin fee / account holder | $3,141 | $13,328-76.4% | $10,705-70.7% | $10,828-71.0% |