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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 | $52,833 | $102,696-48.6% | $86,235-38.7% | $139,487-62.1% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.0%-22.3pp | 80.3%-33.7pp |
| Annual return | 20.51% | 1925.91%-1905.4pp | 1170.03%-1149.5pp | 373.84%-353.3pp |
| Employer contribution / active EE | $1,098 | $3,034-63.8% | $2,381-53.9% | $4,755-76.9% |
| Participant deferral / active EE | $3,197 | $4,679-31.7% | $3,987-19.8% | $6,713-52.4% |
| Admin fee / account holder | $620 | $8,667-92.9% | $6,856-91.0% | $11,407-94.6% |