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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 | $62,263 | $124,187-49.9% | $108,410-42.6% | $167,518-62.8% |
| Participation rate | 40.9% | 82.3%-41.4pp | 80.1%-39.2pp | 82.1%-41.2pp |
| Annual return | 13.85% | 1379.80%-1366.0pp | 905.34%-891.5pp | 478.71%-464.9pp |
| Employer contribution / active EE | $1,582 | $4,187-62.2% | $3,558-55.5% | $4,838-67.3% |
| Participant deferral / active EE | $3,988 | $6,908-42.3% | $6,562-39.2% | $6,342-37.1% |
| Admin fee / account holder | $1,124 | $9,456-88.1% | $7,296-84.6% | $12,312-90.9% |