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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 | $71,828 | $88,702-19.0% | $81,780-12.2% | $145,978-50.8% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 18.74% | 1029.12%-1010.4pp | 776.27%-757.5pp | 550.52%-531.8pp |
| Employer contribution / active EE | $1,824 | $3,084-40.9% | $2,914-37.4% | $4,662-60.9% |
| Participant deferral / active EE | $2,132 | $4,645-54.1% | $4,321-50.6% | $6,690-68.1% |
| Admin fee / account holder | $1,947 | $8,414-76.9% | $7,384-73.6% | $13,400-85.5% |