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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 | $61,743 | $234,190-73.6% | $180,320-65.8% | $198,609-68.9% |
| Participation rate | 42.9% | 77.1%-34.3pp | 71.5%-28.7pp | 82.4%-39.5pp |
| Annual return | 14.40% | 1057.44%-1043.0pp | 778.54%-764.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,082 | $5,258-60.4% | $4,108-49.3% | $5,055-58.8% |
| Participant deferral / active EE | $2,699 | $4,988-45.9% | $4,304-37.3% | $6,977-61.3% |
| Admin fee / account holder | $1,361 | $12,558-89.2% | $10,000-86.4% | $19,030-92.8% |