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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 | $142,715 | $97,729+46.0% | $83,830+70.2% | $135,379+5.4% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | 3.60% | 1287.52%-1283.9pp | 850.97%-847.4pp | 519.79%-516.2pp |
| Employer contribution / active EE | $1,282 | $4,222-69.6% | $3,631-64.7% | $4,779-73.2% |
| Participant deferral / active EE | $2,077 | $4,683-55.6% | $4,082-49.1% | $5,609-63.0% |
| Admin fee / account holder | $1,042 | $6,674-84.4% | $5,479-81.0% | $10,828-90.4% |