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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 | $57,549 | $76,368-24.6% | $67,681-15.0% | $154,746-62.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 14.03% | 1066.77%-1052.7pp | 590.58%-576.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,900 | $3,151-39.7% | $2,678-29.0% | $4,379-56.6% |
| Participant deferral / active EE | $2,854 | $4,824-40.8% | $3,976-28.2% | $6,730-57.6% |
| Admin fee / account holder | $11,115 | $8,559+29.9% | $6,100+82.2% | $14,365-22.6% |