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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 | $40,485 | $72,426-44.1% | $67,560-40.1% | $145,897-72.3% |
| Participation rate | 63.6% | 76.9%-13.3pp | 72.9%-9.3pp | 80.3%-16.7pp |
| Annual return | 13.72% | 7226.78%-7213.1pp | 3533.50%-3519.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,859 | $3,074-7.0% | $2,737+4.5% | $4,663-38.7% |
| Participant deferral / active EE | $5,536 | $4,785+15.7% | $4,004+38.2% | $6,689-17.2% |
| Admin fee / account holder | $2,139 | $5,514-61.2% | $3,994-46.4% | $13,390-84.0% |