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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 | $30,160 | $63,346-52.4% | $92,240-67.3% | $70,126-57.0% |
| Participation rate | 56.8% | 68.7%-11.9pp | 76.5%-19.7pp | 69.5%-12.7pp |
| Annual return | 15.76% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $6,295 | $2,471+154.7% | $3,680+71.1% | $2,343+168.7% |
| Participant deferral / active EE | $1,266 | $2,854-55.6% | $3,897-67.5% | $3,332-62.0% |
| Admin fee / account holder | $12,467 | $3,841+224.6% | $5,194+140.0% | $4,645+168.4% |