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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 | $80,889 | $88,754-8.9% | $81,820-1.1% | $145,877-44.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.88% | 1031.77%-1015.9pp | 777.93%-762.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,990 | $3,085-35.5% | $2,915-31.7% | $4,663-57.3% |
| Participant deferral / active EE | $5,487 | $4,648+18.1% | $4,323+26.9% | $6,691-18.0% |
| Admin fee / account holder | $349 | $8,424-95.9% | $7,391-95.3% | $13,402-97.4% |