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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 | $72,983 | $88,702-17.7% | $81,780-10.8% | $145,978-50.0% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 19.71% | 1029.12%-1009.4pp | 776.27%-756.6pp | 550.52%-530.8pp |
| Employer contribution / active EE | $798 | $3,084-74.1% | $2,914-72.6% | $4,662-82.9% |
| Participant deferral / active EE | $1,249 | $4,645-73.1% | $4,321-71.1% | $6,690-81.3% |
| Admin fee / account holder | $4,250 | $8,414-49.5% | $7,384-42.4% | $13,400-68.3% |