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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 | $38,119 | $88,710-57.0% | $81,783-53.4% | $145,959-73.9% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.4%-17.8pp | 80.3%-25.7pp |
| Annual return | 15.68% | 1027.26%-1011.6pp | 775.05%-759.4pp | 561.95%-546.3pp |
| Employer contribution / active EE | $1,082 | $3,083-64.9% | $2,913-62.9% | $4,661-76.8% |
| Participant deferral / active EE | $2,913 | $4,645-37.3% | $4,320-32.6% | $6,689-56.5% |
| Admin fee / account holder | $1,499 | $8,407-82.2% | $7,380-79.7% | $13,398-88.8% |