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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 | $44,556 | $65,423-31.9% | $98,477-54.8% | $85,856-48.1% |
| Participation rate | 61.0% | 65.0%-4.0pp | 73.3%-12.4pp | 69.3%-8.3pp |
| Annual return | 18.20% | 21.76%-3.6pp | 1493.59%-1475.4pp | 318.58%-300.4pp |
| Employer contribution / active EE | $1,034 | $2,168-52.3% | $2,961-65.1% | $2,565-59.7% |
| Participant deferral / active EE | $1,901 | $3,167-40.0% | $4,276-55.6% | $3,952-51.9% |
| Admin fee / account holder | $1,985 | $4,594-56.8% | $5,951-66.6% | $6,261-68.3% |