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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 | $61,380 | $88,754-30.8% | $81,820-25.0% | $145,877-57.9% |
| Participation rate | 58.8% | 75.1%-16.3pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | 16.79% | 1031.77%-1015.0pp | 777.93%-761.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,979 | $3,085-35.9% | $2,915-32.1% | $4,663-57.6% |
| Participant deferral / active EE | $3,815 | $4,648-17.9% | $4,323-11.7% | $6,691-43.0% |
| Admin fee / account holder | $5,826 | $8,424-30.8% | $7,391-21.2% | $13,402-56.5% |