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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 | $65,665 | $104,577-37.2% | $76,667-14.4% | $152,909-57.1% |
| Participation rate | 30.0% | 76.6%-46.6pp | 72.1%-42.1pp | 82.5%-52.5pp |
| Annual return | 16.47% | 1014.36%-997.9pp | 1166.74%-1150.3pp | 345.46%-329.0pp |
| Employer contribution / active EE | $909 | $3,119-70.9% | $2,303-60.5% | $4,764-80.9% |
| Participant deferral / active EE | $3,103 | $4,237-26.8% | $3,336-7.0% | $5,851-47.0% |
| Admin fee / account holder | $1,722 | $12,290-86.0% | $6,423-73.2% | $11,601-85.2% |