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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 | $46,743 | $97,732-52.2% | $83,831-44.2% | $135,380-65.5% |
| Participation rate | 58.8% | 80.0%-21.1pp | 76.1%-17.3pp | 82.6%-23.8pp |
| Annual return | 1.40% | 1287.56%-1286.2pp | 850.99%-849.6pp | 519.81%-518.4pp |
| Employer contribution / active EE | $1,828 | $4,222-56.7% | $3,631-49.7% | $4,779-61.7% |
| Participant deferral / active EE | $3,581 | $4,683-23.5% | $4,082-12.3% | $5,609-36.2% |
| Admin fee / account holder | $577 | $6,675-91.4% | $5,479-89.5% | $10,828-94.7% |