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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 | $72,407 | $109,863-34.1% | $98,477-26.5% | $167,518-56.8% |
| Participation rate | 35.3% | 75.8%-40.5pp | 73.3%-38.0pp | 82.1%-46.8pp |
| Annual return | 16.09% | 1958.09%-1942.0pp | 1493.59%-1477.5pp | 478.71%-462.6pp |
| Employer contribution / active EE | $1,545 | $3,225-52.1% | $2,961-47.8% | $4,838-68.1% |
| Participant deferral / active EE | $2,521 | $4,673-46.1% | $4,276-41.1% | $6,342-60.3% |
| Admin fee / account holder | $3,630 | $6,755-46.3% | $5,951-39.0% | $12,312-70.5% |