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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 | $60,368 | $68,097-11.4% | $62,929-4.1% | $137,256-56.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 13.60% | 1859.11%-1845.5pp | 1063.93%-1050.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,366 | $2,811-15.8% | $2,505-5.5% | $4,156-43.1% |
| Participant deferral / active EE | $4,169 | $4,553-8.4% | $3,888+7.2% | $6,407-34.9% |
| Admin fee / account holder | $538 | $6,521-91.8% | $5,065-89.4% | $12,270-95.6% |