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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 | $80,652 | $154,754-47.9% | $124,206-35.1% | $138,895-41.9% |
| Participation rate | 47.6% | 75.5%-27.9pp | 69.6%-22.0pp | 79.9%-32.3pp |
| Annual return | 17.12% | 709.28%-692.2pp | 515.27%-498.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $579 | $4,446-87.0% | $3,540-83.6% | $4,194-86.2% |
| Participant deferral / active EE | $2,939 | $4,621-36.4% | $3,968-25.9% | $6,396-54.1% |
| Admin fee / account holder | $12,084 | $6,690+80.6% | $5,929+103.8% | $12,562-3.8% |