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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 | $61,624 | $99,011-37.8% | $86,582-28.8% | $147,586-58.2% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 9.80% | 1312.75%-1302.9pp | 965.08%-955.3pp | 578.59%-568.8pp |
| Employer contribution / active EE | $691 | $3,132-77.9% | $2,839-75.6% | $4,876-85.8% |
| Participant deferral / active EE | $2,802 | $3,972-29.5% | $3,609-22.4% | $5,439-48.5% |
| Admin fee / account holder | $15,549 | $5,709+172.4% | $4,904+217.1% | $10,886+42.8% |