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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 | $66,343 | $80,812-17.9% | $160,784-58.7% | $82,448-19.5% |
| Participation rate | 44.3% | 66.2%-21.9pp | 77.0%-32.7pp | 68.1%-23.8pp |
| Annual return | 15.49% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,417 | $2,174-34.8% | $3,733-62.0% | $2,551-44.5% |
| Participant deferral / active EE | $2,061 | $4,335-52.5% | $6,293-67.3% | $4,139-50.2% |
| Admin fee / account holder | $6,900 | $7,695-10.3% | $9,717-29.0% | $7,234-4.6% |