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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 | $88,815-52.8% | $81,882-48.8% | $145,897-71.3% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 13.13% | 1033.75%-1020.6pp | 779.47%-766.3pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,433 | $3,086-21.2% | $2,916-16.6% | $4,663-47.8% |
| Participant deferral / active EE | $2,791 | $4,647-40.0% | $4,323-35.4% | $6,689-58.3% |
| Admin fee / account holder | $2,661 | $8,434-68.5% | $7,360-63.8% | $13,390-80.1% |