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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 | $67,686 | $96,123-29.6% | $77,361-12.5% | $198,609-65.9% |
| Participation rate | 59.1% | 81.1%-22.0pp | 75.0%-15.9pp | 82.4%-23.3pp |
| Annual return | 11.81% | 2054.81%-2043.0pp | 1011.54%-999.7pp | 202.70%-190.9pp |
| Employer contribution / active EE | $1,634 | $3,791-56.9% | $2,990-45.4% | $5,055-67.7% |
| Participant deferral / active EE | $3,317 | $4,975-33.3% | $3,911-15.2% | $6,977-52.5% |
| Admin fee / account holder | $1,409 | $9,471-85.1% | $5,894-76.1% | $19,030-92.6% |