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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 | $56,832 | $88,778-36.0% | $81,844-30.6% | $145,884-61.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.84% | 1033.03%-1022.2pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,053 | $3,087-33.5% | $2,916-29.6% | $4,662-56.0% |
| Participant deferral / active EE | $3,492 | $4,648-24.9% | $4,323-19.2% | $6,690-47.8% |
| Admin fee / account holder | $3,244 | $8,430-61.5% | $7,355-55.9% | $13,392-75.8% |