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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 | $63,075 | $156,927-59.8% | $121,169-47.9% | $139,456-54.8% |
| Participation rate | 61.9% | 76.4%-14.5pp | 69.5%-7.6pp | 80.3%-18.4pp |
| Annual return | 18.35% | 1475.85%-1457.5pp | 986.71%-968.4pp | 373.45%-355.1pp |
| Employer contribution / active EE | $676 | $5,542-87.8% | $4,168-83.8% | $4,753-85.8% |
| Participant deferral / active EE | $1,225 | $4,848-74.7% | $4,083-70.0% | $6,711-81.7% |
| Admin fee / account holder | $1,315 | $6,946-81.1% | $5,645-76.7% | $11,407-88.5% |