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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 | $38,957 | $155,840-75.0% | $124,694-68.8% | $167,553-76.7% |
| Participation rate | 61.9% | 81.1%-19.2pp | 74.6%-12.7pp | 82.1%-20.2pp |
| Annual return | 16.56% | 17.98%-1.4pp | 5144.82%-5128.3pp | 478.89%-462.3pp |
| Employer contribution / active EE | $1,885 | $4,165-54.7% | $3,325-43.3% | $4,840-61.0% |
| Participant deferral / active EE | $3,603 | $5,675-36.5% | $4,615-21.9% | $6,343-43.2% |
| Admin fee / account holder | $3,115 | $9,536-67.3% | $7,495-58.4% | $12,316-74.7% |