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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 | $80,626 | $109,872-26.6% | $98,483-18.1% | $167,536-51.9% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 17.05% | 1959.31%-1942.3pp | 1494.38%-1477.3pp | 478.82%-461.8pp |
| Employer contribution / active EE | $792 | $3,225-75.5% | $2,961-73.3% | $4,839-83.6% |
| Participant deferral / active EE | $2,173 | $4,673-53.5% | $4,276-49.2% | $6,342-65.7% |
| Admin fee / account holder | $529 | $6,757-92.2% | $5,953-91.1% | $12,315-95.7% |