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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 | $59,050 | $60,393-2.2% | $81,820-27.8% | $74,429-20.7% |
| Participation rate | 38.3% | 62.9%-24.6pp | 72.4%-34.1pp | 67.2%-28.9pp |
| Annual return | 20.73% | 16.89%+3.8pp | 777.93%-757.2pp | 1368.38%-1347.7pp |
| Employer contribution / active EE | $1,051 | $2,626-60.0% | $2,915-63.9% | $2,625-59.9% |
| Participant deferral / active EE | $2,194 | $3,397-35.4% | $4,323-49.2% | $4,348-49.5% |
| Admin fee / account holder | $1,105 | $1,491-25.9% | $7,391-85.1% | $1,944-43.2% |