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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 | $64,787 | $99,031-34.6% | $86,597-25.2% | $147,585-56.1% |
| Participation rate | 60.9% | 76.3%-15.5pp | 73.5%-12.7pp | 82.8%-22.0pp |
| Annual return | 12.82% | 1312.56%-1299.7pp | 964.96%-952.1pp | 578.57%-565.8pp |
| Employer contribution / active EE | $1,606 | $3,132-48.7% | $2,840-43.5% | $4,876-67.1% |
| Participant deferral / active EE | $4,907 | $3,972+23.5% | $3,609+36.0% | $5,439-9.8% |
| Admin fee / account holder | $661 | $5,711-88.4% | $4,906-86.5% | $10,885-93.9% |