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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 | $50,340 | $72,396-30.5% | $67,511-25.4% | $145,959-65.5% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.7pp | 80.3%-23.1pp |
| Annual return | 11.91% | 7194.07%-7182.2pp | 3517.41%-3505.5pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,397 | $3,071-54.5% | $2,733-48.9% | $4,661-70.0% |
| Participant deferral / active EE | $2,428 | $4,781-49.2% | $4,000-39.3% | $6,689-63.7% |
| Admin fee / account holder | $12,779 | $5,538+130.7% | $3,999+219.6% | $13,398-4.6% |