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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 | $40,841 | $88,778-54.0% | $81,844-50.1% | $145,884-72.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.29% | 1033.03%-1018.7pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,012 | $3,087-34.8% | $2,916-31.0% | $4,662-56.8% |
| Participant deferral / active EE | $2,787 | $4,648-40.0% | $4,323-35.5% | $6,690-58.3% |
| Admin fee / account holder | $1,134 | $8,430-86.5% | $7,355-84.6% | $13,392-91.5% |