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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 | $61,739 | $76,368-19.2% | $67,681-8.8% | $154,746-60.1% |
| Participation rate | 57.1% | 79.0%-21.8pp | 73.7%-16.6pp | 80.7%-23.6pp |
| Annual return | 14.37% | 1066.77%-1052.4pp | 590.58%-576.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,020 | $3,151-67.6% | $2,678-61.9% | $4,379-76.7% |
| Participant deferral / active EE | $1,168 | $4,824-75.8% | $3,976-70.6% | $6,730-82.7% |
| Admin fee / account holder | $5,803 | $8,559-32.2% | $6,100-4.9% | $14,365-59.6% |