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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 | $71,129 | $88,815-19.9% | $81,882-13.1% | $145,897-51.2% |
| Participation rate | 52.4% | 75.1%-22.7pp | 72.4%-20.0pp | 80.3%-27.9pp |
| Annual return | 10.35% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,465 | $3,086-52.5% | $2,916-49.7% | $4,663-68.6% |
| Participant deferral / active EE | $1,955 | $4,647-57.9% | $4,323-54.8% | $6,689-70.8% |
| Admin fee / account holder | $21,543 | $8,434+155.4% | $7,360+192.7% | $13,390+60.9% |