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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 | $30,370 | $96,419-68.5% | $80,648-62.3% | $139,487-78.2% |
| Participation rate | 61.9% | 73.6%-11.7pp | 67.0%-5.1pp | 80.3%-18.4pp |
| Annual return | 17.29% | 1352.86%-1335.6pp | 937.21%-919.9pp | 373.84%-356.6pp |
| Employer contribution / active EE | $2,465 | $3,261-24.4% | $2,724-9.5% | $4,755-48.1% |
| Participant deferral / active EE | $5,577 | $5,225+6.7% | $4,443+25.5% | $6,713-16.9% |
| Admin fee / account holder | $12,581 | $6,605+90.5% | $5,382+133.8% | $11,407+10.3% |