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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 | $76,005 | $156,927-51.6% | $121,169-37.3% | $139,456-45.5% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 17.20% | 1475.85%-1458.6pp | 986.71%-969.5pp | 373.45%-356.2pp |
| Employer contribution / active EE | $1,254 | $5,542-77.4% | $4,168-69.9% | $4,753-73.6% |
| Participant deferral / active EE | $4,758 | $4,848-1.9% | $4,083+16.5% | $6,711-29.1% |
| Admin fee / account holder | $463 | $6,946-93.3% | $5,645-91.8% | $11,407-95.9% |