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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 | $56,349 | $96,123-41.4% | $77,361-27.2% | $198,609-71.6% |
| Participation rate | 63.6% | 81.1%-17.5pp | 75.0%-11.3pp | 82.4%-18.7pp |
| Annual return | 8.63% | 2054.81%-2046.2pp | 1011.54%-1002.9pp | 202.70%-194.1pp |
| Employer contribution / active EE | $1,248 | $3,791-67.1% | $2,990-58.3% | $5,055-75.3% |
| Participant deferral / active EE | $4,059 | $4,975-18.4% | $3,911+3.8% | $6,977-41.8% |
| Admin fee / account holder | $600 | $9,471-93.7% | $5,894-89.8% | $19,030-96.8% |