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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 | $108,933 | $150,447-27.6% | $136,298-20.1% | $147,586-26.2% |
| Participation rate | 47.8% | 84.4%-36.6pp | 81.9%-34.1pp | 82.8%-35.0pp |
| Annual return | 22.27% | 1049.15%-1026.9pp | 5156.27%-5134.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $1,787 | $5,256-66.0% | $4,696-62.0% | $4,876-63.4% |
| Participant deferral / active EE | $3,201 | $6,631-51.7% | $6,247-48.8% | $5,439-41.1% |
| Admin fee / account holder | $4,118 | $10,906-62.2% | $9,244-55.4% | $10,886-62.2% |