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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 | $40,747 | $88,815-54.1% | $81,882-50.2% | $145,897-72.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.71% | 1033.75%-1023.0pp | 779.47%-768.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,203 | $3,086+3.8% | $2,916+9.8% | $4,663-31.3% |
| Participant deferral / active EE | $3,708 | $4,647-20.2% | $4,323-14.2% | $6,689-44.6% |
| Admin fee / account holder | $1,599 | $8,434-81.0% | $7,360-78.3% | $13,390-88.1% |