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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 | $51,209 | $88,778-42.3% | $81,844-37.4% | $145,884-64.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 21.30% | 1033.03%-1011.7pp | 778.87%-757.6pp | 551.85%-530.6pp |
| Employer contribution / active EE | $2,218 | $3,087-28.2% | $2,916-24.0% | $4,662-52.4% |
| Participant deferral / active EE | $4,515 | $4,648-2.9% | $4,323+4.4% | $6,690-32.5% |
| Admin fee / account holder | $2,771 | $8,430-67.1% | $7,355-62.3% | $13,392-79.3% |