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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 | $41,912 | $88,754-52.8% | $81,820-48.8% | $145,877-71.3% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 13.13% | 1031.77%-1018.6pp | 777.93%-764.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,433 | $3,085-21.1% | $2,915-16.5% | $4,663-47.8% |
| Participant deferral / active EE | $2,791 | $4,648-40.0% | $4,323-35.4% | $6,691-58.3% |
| Admin fee / account holder | $2,661 | $8,424-68.4% | $7,391-64.0% | $13,402-80.1% |