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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 | $45,758 | $88,702-48.4% | $81,780-44.0% | $145,978-68.7% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 13.48% | 1029.12%-1015.6pp | 776.27%-762.8pp | 550.52%-537.0pp |
| Employer contribution / active EE | $859 | $3,084-72.1% | $2,914-70.5% | $4,662-81.6% |
| Participant deferral / active EE | $2,227 | $4,645-52.1% | $4,321-48.5% | $6,690-66.7% |
| Admin fee / account holder | $2,350 | $8,414-72.1% | $7,384-68.2% | $13,400-82.5% |