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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 | $58,170 | $88,778-34.5% | $81,844-28.9% | $145,884-60.1% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 13.41% | 1033.03%-1019.6pp | 778.87%-765.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,054 | $3,087-1.1% | $2,916+4.7% | $4,662-34.5% |
| Participant deferral / active EE | $10,636 | $4,648+128.8% | $4,323+146.0% | $6,690+59.0% |
| Admin fee / account holder | $1,122 | $8,430-86.7% | $7,355-84.8% | $13,392-91.6% |