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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 | $63,712 | $167,362-61.9% | $143,799-55.7% | $134,532-52.6% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | 95.21% | 0.47%+94.7pp | -0.04%+95.2pp | 418.27%-323.1pp |
| Employer contribution / active EE | $1,573 | $5,620-72.0% | $4,952-68.2% | $4,741-66.8% |
| Participant deferral / active EE | $3,631 | $6,447-43.7% | $5,638-35.6% | $6,401-43.3% |
| Admin fee / account holder | $591 | $18,094-96.7% | $14,677-96.0% | $11,429-94.8% |