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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 | $51,448 | $109,872-53.2% | $98,483-47.8% | $167,536-69.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 14.21% | 1959.31%-1945.1pp | 1494.38%-1480.2pp | 478.82%-464.6pp |
| Employer contribution / active EE | $2,896 | $3,225-10.2% | $2,961-2.2% | $4,839-40.2% |
| Participant deferral / active EE | $1,896 | $4,673-59.4% | $4,276-55.7% | $6,342-70.1% |
| Admin fee / account holder | $7,037 | $6,757+4.1% | $5,953+18.2% | $12,315-42.9% |