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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 | $69,566 | $80,812-13.9% | $160,784-56.7% | $82,448-15.6% |
| Participation rate | 54.3% | 66.2%-11.9pp | 77.0%-22.7pp | 68.1%-13.8pp |
| Annual return | 13.96% | 100.59%-86.6pp | 1803.92%-1790.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $575 | $2,174-73.5% | $3,733-84.6% | $2,551-77.4% |
| Participant deferral / active EE | $2,238 | $4,335-48.4% | $6,293-64.4% | $4,139-45.9% |
| Admin fee / account holder | $5,026 | $7,695-34.7% | $9,717-48.3% | $7,234-30.5% |