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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 | $56,147 | $88,754-36.7% | $81,820-31.4% | $145,877-61.5% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 26.82% | 1031.77%-1005.0pp | 777.93%-751.1pp | 551.28%-524.5pp |
| Employer contribution / active EE | $3,004 | $3,085-2.7% | $2,915+3.0% | $4,663-35.6% |
| Participant deferral / active EE | $5,784 | $4,648+24.5% | $4,323+33.8% | $6,691-13.5% |
| Admin fee / account holder | $2,430 | $8,424-71.1% | $7,391-67.1% | $13,402-81.9% |