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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 | $63,000 | $68,097-7.5% | $62,929+0.1% | $137,256-54.1% |
| Participation rate | 44.4% | 77.4%-33.0pp | 73.1%-28.7pp | 80.0%-35.5pp |
| Annual return | 13.16% | 1859.11%-1846.0pp | 1063.93%-1050.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $585 | $2,811-79.2% | $2,505-76.6% | $4,156-85.9% |
| Participant deferral / active EE | $1,908 | $4,553-58.1% | $3,888-50.9% | $6,407-70.2% |
| Admin fee / account holder | $2,711 | $6,521-58.4% | $5,065-46.5% | $12,270-77.9% |