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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 | $82,547 | $102,696-19.6% | $86,235-4.3% | $139,487-40.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 12.45% | 1925.91%-1913.5pp | 1170.03%-1157.6pp | 373.84%-361.4pp |
| Employer contribution / active EE | $1,244 | $3,034-59.0% | $2,381-47.7% | $4,755-73.8% |
| Participant deferral / active EE | $2,764 | $4,679-40.9% | $3,987-30.7% | $6,713-58.8% |
| Admin fee / account holder | $2,020 | $8,667-76.7% | $6,856-70.5% | $11,407-82.3% |