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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 | $83,359 | $176,688-52.8% | $130,660-36.2% | $152,909-45.5% |
| Participation rate | 34.8% | 79.0%-44.2pp | 71.7%-37.0pp | 82.5%-47.7pp |
| Annual return | 24.69% | 2693.08%-2668.4pp | 1709.29%-1684.6pp | 345.46%-320.8pp |
| Employer contribution / active EE | $1,017 | $5,743-82.3% | $4,092-75.1% | $4,764-78.6% |
| Participant deferral / active EE | $1,404 | $4,362-67.8% | $3,603-61.0% | $5,851-76.0% |
| Admin fee / account holder | $2,454 | $7,131-65.6% | $5,463-55.1% | $11,601-78.8% |