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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 | $45,932 | $65,440-29.8% | $98,506-53.4% | $85,851-46.5% |
| Participation rate | 61.4% | 65.0%-3.7pp | 73.3%-12.0pp | 69.3%-8.0pp |
| Annual return | 16.64% | 21.75%-5.1pp | 1494.92%-1478.3pp | 318.63%-302.0pp |
| Employer contribution / active EE | $492 | $2,169-77.3% | $2,961-83.4% | $2,565-80.8% |
| Participant deferral / active EE | $2,275 | $3,168-28.2% | $4,277-46.8% | $3,952-42.4% |
| Admin fee / account holder | $3,818 | $4,596-16.9% | $5,955-35.9% | $6,261-39.0% |