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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 | $63,677 | $88,754-28.3% | $81,820-22.2% | $145,877-56.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 11.52% | 1031.77%-1020.2pp | 777.93%-766.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,140 | $3,085-63.0% | $2,915-60.9% | $4,663-75.5% |
| Participant deferral / active EE | $1,789 | $4,648-61.5% | $4,323-58.6% | $6,691-73.3% |
| Admin fee / account holder | $1,033 | $8,424-87.7% | $7,391-86.0% | $13,402-92.3% |