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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 | $61,397 | $102,663-40.2% | $86,216-28.8% | $139,466-56.0% |
| Participation rate | 55.0% | 74.5%-19.5pp | 69.0%-14.0pp | 80.3%-25.3pp |
| Annual return | 22.40% | 1924.52%-1902.1pp | 1169.42%-1147.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $844 | $3,035-72.2% | $2,382-64.6% | $4,754-82.2% |
| Participant deferral / active EE | $6,400 | $4,677+36.8% | $3,986+60.6% | $6,712-4.6% |
| Admin fee / account holder | $1,487 | $8,663-82.8% | $6,853-78.3% | $11,409-87.0% |