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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 | $41,594 | $88,754-53.1% | $81,820-49.2% | $145,877-71.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.63% | 1031.77%-1019.1pp | 777.93%-765.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,347 | $3,085+40.9% | $2,915+49.1% | $4,663-6.8% |
| Participant deferral / active EE | $5,205 | $4,648+12.0% | $4,323+20.4% | $6,691-22.2% |
| Admin fee / account holder | $3,074 | $8,424-63.5% | $7,391-58.4% | $13,402-77.1% |