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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 | $36,376 | $99,009-63.3% | $86,581-58.0% | $147,585-75.4% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 15.94% | 1312.70%-1296.8pp | 965.06%-949.1pp | 578.58%-562.6pp |
| Employer contribution / active EE | $1,318 | $3,132-57.9% | $2,840-53.6% | $4,876-73.0% |
| Participant deferral / active EE | $1,524 | $3,972-61.6% | $3,609-57.8% | $5,439-72.0% |
| Admin fee / account holder | $941 | $5,709-83.5% | $4,904-80.8% | $10,886-91.4% |