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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 | $59,767 | $88,778-32.7% | $81,844-27.0% | $145,884-59.0% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 10.25% | 1033.03%-1022.8pp | 778.87%-768.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,267 | $3,087-59.0% | $2,916-56.6% | $4,662-72.8% |
| Participant deferral / active EE | $1,813 | $4,648-61.0% | $4,323-58.1% | $6,690-72.9% |
| Admin fee / account holder | $8,340 | $8,430-1.1% | $7,355+13.4% | $13,392-37.7% |