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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 | $48,431 | $234,190-79.3% | $180,320-73.1% | $198,609-75.6% |
| Participation rate | 68.8% | 77.1%-8.4pp | 71.5%-2.8pp | 82.4%-13.6pp |
| Annual return | 12.90% | 1057.44%-1044.5pp | 778.54%-765.6pp | 202.70%-189.8pp |
| Employer contribution / active EE | $1,818 | $5,258-65.4% | $4,108-55.7% | $5,055-64.0% |
| Participant deferral / active EE | $1,818 | $4,988-63.5% | $4,304-57.8% | $6,977-73.9% |
| Admin fee / account holder | $4,777 | $12,558-62.0% | $10,000-52.2% | $19,030-74.9% |