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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 | $60,940 | $173,397-64.9% | $135,987-55.2% | $145,877-58.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 11.57% | 1166.18%-1154.6pp | 580.01%-568.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,175 | $5,281-39.9% | $4,214-24.7% | $4,663-31.9% |
| Participant deferral / active EE | $3,665 | $8,710-57.9% | $7,027-47.8% | $6,691-45.2% |
| Admin fee / account holder | $2,361 | $9,663-75.6% | $6,716-64.8% | $13,402-82.4% |