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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 | $56,184 | $176,688-68.2% | $130,660-57.0% | $152,885-63.3% |
| Participation rate | 55.6% | 79.0%-23.4pp | 71.7%-16.2pp | 82.5%-26.9pp |
| Annual return | 24.66% | 2693.08%-2668.4pp | 1709.29%-1684.6pp | 345.39%-320.7pp |
| Employer contribution / active EE | $765 | $5,743-86.7% | $4,092-81.3% | $4,763-83.9% |
| Participant deferral / active EE | $1,530 | $4,362-64.9% | $3,603-57.5% | $5,851-73.9% |
| Admin fee / account holder | $6,178 | $7,131-13.4% | $5,463+13.1% | $11,598-46.7% |