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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 | $59,029 | $88,778-33.5% | $81,844-27.9% | $145,884-59.5% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 16.21% | 1033.03%-1016.8pp | 778.87%-762.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $2,576 | $3,087-16.6% | $2,916-11.7% | $4,662-44.8% |
| Participant deferral / active EE | $6,120 | $4,648+31.7% | $4,323+41.5% | $6,690-8.5% |
| Admin fee / account holder | $4,025 | $8,430-52.3% | $7,355-45.3% | $13,392-69.9% |