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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 | $84,539 | $88,778-4.8% | $81,844+3.3% | $145,884-42.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 13.07% | 1033.03%-1020.0pp | 778.87%-765.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,465 | $3,087-52.5% | $2,916-49.8% | $4,662-68.6% |
| Participant deferral / active EE | $2,226 | $4,648-52.1% | $4,323-48.5% | $6,690-66.7% |
| Admin fee / account holder | $444 | $8,430-94.7% | $7,355-94.0% | $13,392-96.7% |