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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 | $69,952 | $85,766-18.4% | $136,298-48.7% | $70,126-0.2% |
| Participation rate | 69.0% | 74.2%-5.2pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 18.17% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,213 | $2,966-59.1% | $4,696-74.2% | $2,343-48.2% |
| Participant deferral / active EE | $4,014 | $5,051-20.5% | $6,247-35.7% | $3,332+20.5% |
| Admin fee / account holder | $9,545 | $5,421+76.1% | $9,244+3.3% | $4,645+105.5% |