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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 | $55,470-5.4% | $155,556-66.3% | $74,478-29.5% |
| Participation rate | 36.8% | 61.9%-25.1pp | 78.2%-41.4pp | 67.2%-30.4pp |
| Annual return | 31.48% | 269.80%-238.3pp | 64.84%-33.4pp | 1370.56%-1339.1pp |
| Employer contribution / active EE | $762 | $2,267-66.4% | $4,675-83.7% | $2,626-71.0% |
| Participant deferral / active EE | $1,987 | $2,838-30.0% | $5,631-64.7% | $4,350-54.3% |
| Admin fee / account holder | $30,295 | $1,744+1636.9% | $15,885+90.7% | $1,946+1456.9% |