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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 | $48,559 | $65,423-25.8% | $98,477-50.7% | $85,856-43.4% |
| Participation rate | 44.6% | 65.0%-20.4pp | 73.3%-28.7pp | 69.3%-24.7pp |
| Annual return | 17.46% | 21.76%-4.3pp | 1493.59%-1476.1pp | 318.58%-301.1pp |
| Employer contribution / active EE | $1,854 | $2,168-14.5% | $2,961-37.4% | $2,565-27.7% |
| Participant deferral / active EE | $3,177 | $3,167+0.3% | $4,276-25.7% | $3,952-19.6% |
| Admin fee / account holder | $446 | $4,594-90.3% | $5,951-92.5% | $6,261-92.9% |