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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 | $52,823 | $88,754-40.5% | $81,820-35.4% | $145,877-63.8% |
| Participation rate | 19.0% | 75.1%-56.0pp | 72.4%-53.3pp | 80.3%-61.3pp |
| Annual return | 12.46% | 1031.77%-1019.3pp | 777.93%-765.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $650 | $3,085-78.9% | $2,915-77.7% | $4,663-86.1% |
| Participant deferral / active EE | $1,800 | $4,648-61.3% | $4,323-58.4% | $6,691-73.1% |
| Admin fee / account holder | $1,739 | $8,424-79.4% | $7,391-76.5% | $13,402-87.0% |