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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 | $50,366 | $88,815-43.3% | $81,882-38.5% | $145,897-65.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 19.92% | 1033.75%-1013.8pp | 779.47%-759.6pp | 552.29%-532.4pp |
| Employer contribution / active EE | $768 | $3,086-75.1% | $2,916-73.7% | $4,663-83.5% |
| Participant deferral / active EE | $6,059 | $4,647+30.4% | $4,323+40.2% | $6,689-9.4% |
| Admin fee / account holder | $592 | $8,434-93.0% | $7,360-92.0% | $13,390-95.6% |