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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 | $51,865 | $57,330-9.5% | $86,656-40.1% | $75,177-31.0% |
| Participation rate | 55.9% | 63.2%-7.3pp | 71.7%-15.8pp | 67.2%-11.3pp |
| Annual return | 22.80% | 2675.40%-2652.6pp | 593.09%-570.3pp | 160.75%-138.0pp |
| Employer contribution / active EE | $939 | $2,316-59.5% | $3,025-69.0% | $2,671-64.9% |
| Participant deferral / active EE | $1,828 | $3,320-44.9% | $4,439-58.8% | $4,126-55.7% |
| Admin fee / account holder | $1,294 | $4,115-68.6% | $5,619-77.0% | $5,651-77.1% |