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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 | $53,165 | $88,815-40.1% | $81,882-35.1% | $145,897-63.6% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 10.40% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,750 | $3,086-43.3% | $2,916-40.0% | $4,663-62.5% |
| Participant deferral / active EE | $5,881 | $4,647+26.5% | $4,323+36.0% | $6,689-12.1% |
| Admin fee / account holder | $3,067 | $8,434-63.6% | $7,360-58.3% | $13,390-77.1% |