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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 | $63,765 | $124,175-48.6% | $108,405-41.2% | $167,536-61.9% |
| Participation rate | 46.7% | 82.3%-35.6pp | 80.1%-33.5pp | 82.1%-35.4pp |
| Annual return | 11.03% | 1380.13%-1369.1pp | 905.55%-894.5pp | 478.82%-467.8pp |
| Employer contribution / active EE | $742 | $4,188-82.3% | $3,559-79.1% | $4,839-84.7% |
| Participant deferral / active EE | $2,669 | $6,908-61.4% | $6,563-59.3% | $6,342-57.9% |
| Admin fee / account holder | $12,513 | $9,457+32.3% | $7,297+71.5% | $12,315+1.6% |