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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 | $61,758 | $58,391+5.8% | $76,657-19.4% | $72,975-15.4% |
| Participation rate | 54.9% | 67.4%-12.4pp | 72.1%-17.2pp | 69.5%-14.6pp |
| Annual return | 23.36% | 2306.65%-2283.3pp | 1166.74%-1143.4pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,135 | $1,787-36.5% | $2,303-50.7% | $2,440-53.5% |
| Participant deferral / active EE | $1,866 | $2,690-30.6% | $3,335-44.1% | $3,608-48.3% |
| Admin fee / account holder | $10,116 | $4,014+152.0% | $6,423+57.5% | $5,124+97.4% |