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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 | $44,302 | $109,872-59.7% | $98,483-55.0% | $167,536-73.6% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 14.15% | 1959.31%-1945.2pp | 1494.38%-1480.2pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,381 | $3,225-57.2% | $2,961-53.4% | $4,839-71.5% |
| Participant deferral / active EE | $2,786 | $4,673-40.4% | $4,276-34.9% | $6,342-56.1% |
| Admin fee / account holder | $448 | $6,757-93.4% | $5,953-92.5% | $12,315-96.4% |