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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 | $42,874 | $58,391-26.6% | $76,657-44.1% | $72,975-41.2% |
| Participation rate | 57.6% | 67.4%-9.8pp | 72.1%-14.5pp | 69.5%-11.9pp |
| Annual return | 20.05% | 2306.65%-2286.6pp | 1166.74%-1146.7pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,443 | $1,787-19.2% | $2,303-37.3% | $2,440-40.9% |
| Participant deferral / active EE | $2,773 | $2,690+3.1% | $3,335-16.9% | $3,608-23.1% |
| Admin fee / account holder | $1,667 | $4,014-58.5% | $6,423-74.0% | $5,124-67.5% |