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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 | $52,526 | $65,434-19.7% | $98,483-46.7% | $85,847-38.8% |
| Participation rate | 37.5% | 65.0%-27.5pp | 73.3%-35.8pp | 69.3%-31.8pp |
| Annual return | 15.73% | 21.75%-6.0pp | 1494.38%-1478.7pp | 318.61%-302.9pp |
| Employer contribution / active EE | $274 | $2,169-87.4% | $2,961-90.8% | $2,565-89.3% |
| Participant deferral / active EE | $1,117 | $3,168-64.7% | $4,276-73.9% | $3,952-71.7% |
| Admin fee / account holder | $8,655 | $4,595+88.4% | $5,953+45.4% | $6,261+38.2% |