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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 | $57,578 | $68,097-15.4% | $62,929-8.5% | $137,256-58.1% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 21.19% | 1859.11%-1837.9pp | 1063.93%-1042.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $610 | $2,811-78.3% | $2,505-75.6% | $4,156-85.3% |
| Participant deferral / active EE | $1,184 | $4,553-74.0% | $3,888-69.6% | $6,407-81.5% |
| Admin fee / account holder | $4,368 | $6,521-33.0% | $5,065-13.8% | $12,270-64.4% |