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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 | $124,187-48.7% | $108,410-41.2% | $167,518-61.9% |
| Participation rate | 46.7% | 82.3%-35.6pp | 80.1%-33.5pp | 82.1%-35.4pp |
| Annual return | 11.03% | 1379.80%-1368.8pp | 905.34%-894.3pp | 478.71%-467.7pp |
| Employer contribution / active EE | $742 | $4,187-82.3% | $3,558-79.1% | $4,838-84.7% |
| Participant deferral / active EE | $2,669 | $6,908-61.4% | $6,562-59.3% | $6,342-57.9% |
| Admin fee / account holder | $12,513 | $9,456+32.3% | $7,296+71.5% | $12,312+1.6% |