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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 | $52,990 | $102,595-48.3% | $94,057-43.7% | $154,746-65.8% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 80.7%-19.2pp |
| Annual return | 13.54% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,800 | $3,147-42.8% | $2,933-38.6% | $4,379-58.9% |
| Participant deferral / active EE | $5,156 | $5,118+0.7% | $4,709+9.5% | $6,730-23.4% |
| Admin fee / account holder | $802 | $7,736-89.6% | $7,244-88.9% | $14,365-94.4% |