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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 | $88,710-40.1% | $81,783-35.0% | $145,959-63.6% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 10.40% | 1027.26%-1016.9pp | 775.05%-764.7pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,750 | $3,083-43.3% | $2,913-39.9% | $4,661-62.5% |
| Participant deferral / active EE | $5,881 | $4,645+26.6% | $4,320+36.1% | $6,689-12.1% |
| Admin fee / account holder | $3,067 | $8,407-63.5% | $7,380-58.4% | $13,398-77.1% |