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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 | $92,028 | $176,688-47.9% | $130,660-29.6% | $152,897-39.8% |
| Participation rate | 56.5% | 79.0%-22.4pp | 71.7%-15.2pp | 82.5%-25.9pp |
| Annual return | 16.08% | 2693.08%-2677.0pp | 1709.29%-1693.2pp | 345.43%-329.3pp |
| Employer contribution / active EE | $1,019 | $5,743-82.3% | $4,092-75.1% | $4,764-78.6% |
| Participant deferral / active EE | $3,168 | $4,362-27.4% | $3,603-12.1% | $5,851-45.9% |
| Admin fee / account holder | $4,591 | $7,131-35.6% | $5,463-16.0% | $11,599-60.4% |