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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 | $47,890 | $72,446-33.9% | $67,561-29.1% | $145,877-67.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 13.36% | 7211.98%-7198.6pp | 3525.44%-3512.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,335 | $3,072-56.5% | $2,735-51.2% | $4,663-71.4% |
| Participant deferral / active EE | $3,349 | $4,785-30.0% | $4,003-16.3% | $6,691-49.9% |
| Admin fee / account holder | $677 | $5,541-87.8% | $4,006-83.1% | $13,402-94.9% |