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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 | $52,947 | $65,423-19.1% | $98,477-46.2% | $85,856-38.3% |
| Participation rate | 51.7% | 65.0%-13.3pp | 73.3%-21.6pp | 69.3%-17.6pp |
| Annual return | 18.11% | 21.76%-3.6pp | 1493.59%-1475.5pp | 318.58%-300.5pp |
| Employer contribution / active EE | $1,521 | $2,168-29.8% | $2,961-48.6% | $2,565-40.7% |
| Participant deferral / active EE | $5,506 | $3,167+73.9% | $4,276+28.8% | $3,952+39.3% |
| Admin fee / account holder | $2,301 | $4,594-49.9% | $5,951-61.3% | $6,261-63.2% |