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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 | $36,812 | $99,011-62.8% | $86,582-57.5% | $147,586-75.1% |
| Participation rate | 55.0% | 76.3%-21.3pp | 73.5%-18.5pp | 82.8%-27.8pp |
| Annual return | 17.32% | 1312.75%-1295.4pp | 965.08%-947.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,393 | $3,132-55.5% | $2,839-50.9% | $4,876-71.4% |
| Participant deferral / active EE | $2,170 | $3,972-45.4% | $3,609-39.9% | $5,439-60.1% |
| Admin fee / account holder | $918 | $5,709-83.9% | $4,904-81.3% | $10,886-91.6% |