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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 | $72,182 | $124,187-41.9% | $108,410-33.4% | $167,518-56.9% |
| Participation rate | 68.2% | 82.3%-14.1pp | 80.1%-12.0pp | 82.1%-13.9pp |
| Annual return | 19.72% | 1379.80%-1360.1pp | 905.34%-885.6pp | 478.71%-459.0pp |
| Employer contribution / active EE | $2,359 | $4,187-43.7% | $3,558-33.7% | $4,838-51.2% |
| Participant deferral / active EE | $5,209 | $6,908-24.6% | $6,562-20.6% | $6,342-17.9% |
| Admin fee / account holder | $768 | $9,456-91.9% | $7,296-89.5% | $12,312-93.8% |