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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 | $97,591 | $102,663-4.9% | $86,216+13.2% | $139,466-30.0% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.0%-22.3pp | 80.3%-33.7pp |
| Annual return | 15.24% | 1924.52%-1909.3pp | 1169.42%-1154.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $754 | $3,035-75.1% | $2,382-68.3% | $4,754-84.1% |
| Participant deferral / active EE | $2,454 | $4,677-47.5% | $3,986-38.4% | $6,712-63.4% |
| Admin fee / account holder | $1,527 | $8,663-82.4% | $6,853-77.7% | $11,409-86.6% |