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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 | $53,752 | $124,175-56.7% | $108,405-50.4% | $167,536-67.9% |
| Participation rate | 60.9% | 82.3%-21.4pp | 80.1%-19.3pp | 82.1%-21.2pp |
| Annual return | 13.58% | 1380.13%-1366.5pp | 905.55%-892.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,793 | $4,188-33.3% | $3,559-21.5% | $4,839-42.3% |
| Participant deferral / active EE | $6,824 | $6,908-1.2% | $6,563+4.0% | $6,342+7.6% |
| Admin fee / account holder | $3,117 | $9,457-67.0% | $7,297-57.3% | $12,315-74.7% |