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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 | $12,118 | $156,963-92.3% | $121,204-90.0% | $139,466-91.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 28.02% | 1476.75%-1448.7pp | 987.18%-959.2pp | 373.66%-345.6pp |
| Employer contribution / active EE | $2,717 | $5,544-51.0% | $4,170-34.9% | $4,754-42.9% |
| Participant deferral / active EE | $2,717 | $4,848-44.0% | $4,083-33.5% | $6,712-59.5% |
| Admin fee / account holder | $552 | $6,953-92.1% | $5,651-90.2% | $11,409-95.2% |