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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 | $12,679 | $88,754-85.7% | $81,820-84.5% | $145,877-91.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 13.36% | 1031.77%-1018.4pp | 777.93%-764.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,471 | $3,085-19.9% | $2,915-15.2% | $4,663-47.0% |
| Participant deferral / active EE | $2,713 | $4,648-41.6% | $4,323-37.2% | $6,691-59.5% |
| Admin fee / account holder | $1,159 | $8,424-86.2% | $7,391-84.3% | $13,402-91.4% |