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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 | $65,974 | $68,097-3.1% | $62,929+4.8% | $137,256-51.9% |
| Participation rate | 38.9% | 77.4%-38.6pp | 73.1%-34.2pp | 80.0%-41.1pp |
| Annual return | 15.74% | 1859.11%-1843.4pp | 1063.93%-1048.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $327 | $2,811-88.4% | $2,505-87.0% | $4,156-92.1% |
| Participant deferral / active EE | $3,940 | $4,553-13.5% | $3,888+1.3% | $6,407-38.5% |
| Admin fee / account holder | $2,563 | $6,521-60.7% | $5,065-49.4% | $12,270-79.1% |