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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 | $88,710-54.1% | $81,783-50.2% | $145,959-72.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.71% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,203 | $3,083+3.9% | $2,913+10.0% | $4,661-31.3% |
| Participant deferral / active EE | $3,708 | $4,645-20.2% | $4,320-14.2% | $6,689-44.6% |
| Admin fee / account holder | $1,599 | $8,407-81.0% | $7,380-78.3% | $13,398-88.1% |