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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 | $36,503 | $70,587-48.3% | $124,693-70.7% | $85,847-57.5% |
| Participation rate | 35.9% | 64.4%-28.5pp | 74.6%-38.7pp | 69.3%-33.4pp |
| Annual return | 19.53% | 20688.83%-20669.3pp | 5144.19%-5124.7pp | 318.61%-299.1pp |
| Employer contribution / active EE | $1,334 | $1,913-30.3% | $3,324-59.9% | $2,565-48.0% |
| Participant deferral / active EE | $3,115 | $2,969+4.9% | $4,615-32.5% | $3,952-21.2% |
| Admin fee / account holder | $858 | $5,282-83.8% | $7,494-88.6% | $6,261-86.3% |