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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 | $57,074 | $88,702-35.7% | $81,780-30.2% | $145,978-60.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.35% | 1029.12%-1018.8pp | 776.27%-765.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $3,133 | $3,084+1.6% | $2,914+7.5% | $4,662-32.8% |
| Participant deferral / active EE | $6,068 | $4,645+30.6% | $4,321+40.4% | $6,690-9.3% |
| Admin fee / account holder | $6,394 | $8,414-24.0% | $7,384-13.4% | $13,400-52.3% |