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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 | $82,441 | $88,778-7.1% | $81,844+0.7% | $145,884-43.5% |
| Participation rate | 15.4% | 75.1%-59.7pp | 72.4%-57.0pp | 80.3%-64.9pp |
| Annual return | 17.50% | 1033.03%-1015.5pp | 778.87%-761.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $786 | $3,087-74.5% | $2,916-73.0% | $4,662-83.1% |
| Participant deferral / active EE | $2,907 | $4,648-37.5% | $4,323-32.8% | $6,690-56.5% |
| Admin fee / account holder | $1,604 | $8,430-81.0% | $7,355-78.2% | $13,392-88.0% |