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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 | $76,368-17.5% | $67,681-6.9% | $154,746-59.3% |
| Participation rate | 44.4% | 79.0%-34.5pp | 73.7%-29.3pp | 80.7%-36.3pp |
| Annual return | 13.16% | 1066.77%-1053.6pp | 590.58%-577.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $585 | $3,151-81.4% | $2,678-78.1% | $4,379-86.6% |
| Participant deferral / active EE | $1,908 | $4,824-60.4% | $3,976-52.0% | $6,730-71.7% |
| Admin fee / account holder | $2,711 | $8,559-68.3% | $6,100-55.6% | $14,365-81.1% |