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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 | $69,373 | $96,419-28.1% | $80,648-14.0% | $139,487-50.3% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 15.18% | 1352.86%-1337.7pp | 937.21%-922.0pp | 373.84%-358.7pp |
| Employer contribution / active EE | $1,303 | $3,261-60.0% | $2,724-52.2% | $4,755-72.6% |
| Participant deferral / active EE | $1,595 | $5,225-69.5% | $4,443-64.1% | $6,713-76.2% |
| Admin fee / account holder | $1,500 | $6,605-77.3% | $5,382-72.1% | $11,407-86.9% |