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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 | $73,421-21.6% | $66,439-13.4% | $155,188-62.9% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 14.03% | 1382.37%-1368.3pp | 757.66%-743.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,900 | $3,039-37.5% | $2,637-27.9% | $4,248-55.3% |
| Participant deferral / active EE | $2,854 | $4,680-39.0% | $3,876-26.4% | $6,531-56.3% |
| Admin fee / account holder | $11,115 | $8,856+25.5% | $6,173+80.0% | $14,480-23.2% |