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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 | $51,543 | $96,419-46.5% | $80,648-36.1% | $139,487-63.0% |
| Participation rate | 60.9% | 73.6%-12.8pp | 67.0%-6.1pp | 80.3%-19.5pp |
| Annual return | 17.41% | 1352.86%-1335.4pp | 937.21%-919.8pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,076 | $3,261-36.3% | $2,724-23.8% | $4,755-56.3% |
| Participant deferral / active EE | $3,195 | $5,225-38.9% | $4,443-28.1% | $6,713-52.4% |
| Admin fee / account holder | $1,861 | $6,605-71.8% | $5,382-65.4% | $11,407-83.7% |