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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 | $52,476 | $55,446-5.4% | $155,574-66.3% | $74,429-29.5% |
| Participation rate | 36.8% | 61.9%-25.1pp | 78.2%-41.4pp | 67.2%-30.4pp |
| Annual return | 31.48% | 269.20%-237.7pp | 64.87%-33.4pp | 1368.38%-1336.9pp |
| Employer contribution / active EE | $762 | $2,266-66.4% | $4,676-83.7% | $2,625-71.0% |
| Participant deferral / active EE | $1,987 | $2,836-29.9% | $5,629-64.7% | $4,348-54.3% |
| Admin fee / account holder | $30,295 | $1,743+1638.1% | $15,914+90.4% | $1,944+1458.1% |