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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 | $81,188 | $88,778-8.5% | $81,844-0.8% | $145,884-44.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 26.18% | 1033.03%-1006.9pp | 778.87%-752.7pp | 551.85%-525.7pp |
| Employer contribution / active EE | $1,300 | $3,087-57.9% | $2,916-55.4% | $4,662-72.1% |
| Participant deferral / active EE | $1,300 | $4,648-72.0% | $4,323-69.9% | $6,690-80.6% |
| Admin fee / account holder | $434 | $8,430-94.9% | $7,355-94.1% | $13,392-96.8% |