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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 | $49,845 | $88,778-43.9% | $81,844-39.1% | $145,884-65.8% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 22.63% | 1033.03%-1010.4pp | 778.87%-756.2pp | 551.85%-529.2pp |
| Employer contribution / active EE | $2,150 | $3,087-30.4% | $2,916-26.3% | $4,662-53.9% |
| Participant deferral / active EE | $4,205 | $4,648-9.5% | $4,323-2.8% | $6,690-37.1% |
| Admin fee / account holder | $13,355 | $8,430+58.4% | $7,355+81.6% | $13,392-0.3% |