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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 | $55,174 | $99,009-44.3% | $86,581-36.3% | $147,585-62.6% |
| Participation rate | 61.9% | 76.3%-14.4pp | 73.5%-11.6pp | 82.8%-20.9pp |
| Annual return | 12.85% | 1312.70%-1299.9pp | 965.06%-952.2pp | 578.58%-565.7pp |
| Employer contribution / active EE | $1,116 | $3,132-64.4% | $2,840-60.7% | $4,876-77.1% |
| Participant deferral / active EE | $2,055 | $3,972-48.3% | $3,609-43.0% | $5,439-62.2% |
| Admin fee / account holder | $8,321 | $5,709+45.8% | $4,904+69.7% | $10,886-23.6% |