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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 | $55,943 | $102,635-45.5% | $86,209-35.1% | $139,456-59.9% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.0%-30.5pp | 80.3%-41.9pp |
| Annual return | 12.50% | 1923.53%-1911.0pp | 1169.05%-1156.6pp | 373.45%-361.0pp |
| Employer contribution / active EE | $1,289 | $3,034-57.5% | $2,381-45.9% | $4,753-72.9% |
| Participant deferral / active EE | $3,343 | $4,677-28.5% | $3,986-16.1% | $6,711-50.2% |
| Admin fee / account holder | $5,662 | $8,661-34.6% | $6,853-17.4% | $11,407-50.4% |