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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 | $51,973 | $99,011-47.5% | $86,582-40.0% | $147,586-64.8% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 20.21% | 1312.75%-1292.5pp | 965.08%-944.9pp | 578.59%-558.4pp |
| Employer contribution / active EE | $1,603 | $3,132-48.8% | $2,839-43.6% | $4,876-67.1% |
| Participant deferral / active EE | $2,126 | $3,972-46.5% | $3,609-41.1% | $5,439-60.9% |
| Admin fee / account holder | $339 | $5,709-94.1% | $4,904-93.1% | $10,886-96.9% |