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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 | $36,953 | $88,778-58.4% | $81,844-54.8% | $145,884-74.7% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 12.10% | 1033.03%-1020.9pp | 778.87%-766.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,004 | $3,087-35.1% | $2,916-31.3% | $4,662-57.0% |
| Participant deferral / active EE | $2,557 | $4,648-45.0% | $4,323-40.9% | $6,690-61.8% |
| Admin fee / account holder | $3,035 | $8,430-64.0% | $7,355-58.7% | $13,392-77.3% |