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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 | $88,754-54.1% | $81,820-50.2% | $145,877-72.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.71% | 1031.77%-1021.1pp | 777.93%-767.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,203 | $3,085+3.8% | $2,915+9.9% | $4,663-31.3% |
| Participant deferral / active EE | $3,708 | $4,648-20.2% | $4,323-14.2% | $6,691-44.6% |
| Admin fee / account holder | $1,599 | $8,424-81.0% | $7,391-78.4% | $13,402-88.1% |