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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 | $38,997 | $109,872-64.5% | $98,483-60.4% | $167,536-76.7% |
| Participation rate | 65.2% | 75.8%-10.6pp | 73.3%-8.1pp | 82.1%-16.9pp |
| Annual return | 13.40% | 1959.31%-1945.9pp | 1494.38%-1481.0pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,848 | $3,225-42.7% | $2,961-37.6% | $4,839-61.8% |
| Participant deferral / active EE | $8,718 | $4,673+86.6% | $4,276+103.9% | $6,342+37.5% |
| Admin fee / account holder | $2,495 | $6,757-63.1% | $5,953-58.1% | $12,315-79.7% |