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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 | $60,173 | $82,630-27.2% | $64,105-6.1% | $125,389-52.0% |
| Participation rate | 47.6% | 75.9%-28.2pp | 68.2%-20.6pp | 83.2%-35.6pp |
| Annual return | 3.61% | 1489.72%-1486.1pp | 791.24%-787.6pp | 282.24%-278.6pp |
| Employer contribution / active EE | $1,037 | $2,671-61.2% | $1,820-43.0% | $4,866-78.7% |
| Participant deferral / active EE | $2,475 | $3,608-31.4% | $2,822-12.3% | $5,352-53.7% |
| Admin fee / account holder | $1,097 | $6,382-82.8% | $4,499-75.6% | $9,541-88.5% |