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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 | $60,554 | $99,011-38.8% | $86,582-30.1% | $147,586-59.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 13.59% | 1312.75%-1299.2pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,104 | $3,132-64.7% | $2,839-61.1% | $4,876-77.4% |
| Participant deferral / active EE | $2,317 | $3,972-41.7% | $3,609-35.8% | $5,439-57.4% |
| Admin fee / account holder | $5,121 | $5,709-10.3% | $4,904+4.4% | $10,886-53.0% |