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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 | $47,728 | $88,778-46.2% | $81,844-41.7% | $145,884-67.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.13% | 1033.03%-1018.9pp | 778.87%-764.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,921 | $3,087+59.4% | $2,916+68.7% | $4,662+5.5% |
| Participant deferral / active EE | $9,092 | $4,648+95.6% | $4,323+110.3% | $6,690+35.9% |
| Admin fee / account holder | $356 | $8,430-95.8% | $7,355-95.2% | $13,392-97.3% |