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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 | $64,572 | $109,872-41.2% | $98,483-34.4% | $167,536-61.5% |
| Participation rate | 53.3% | 75.8%-22.5pp | 73.3%-20.0pp | 82.1%-28.8pp |
| Annual return | 15.78% | 1959.31%-1943.5pp | 1494.38%-1478.6pp | 478.82%-463.0pp |
| Employer contribution / active EE | $976 | $3,225-69.7% | $2,961-67.0% | $4,839-79.8% |
| Participant deferral / active EE | $1,310 | $4,673-72.0% | $4,276-69.4% | $6,342-79.3% |
| Admin fee / account holder | $790 | $6,757-88.3% | $5,953-86.7% | $12,315-93.6% |