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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 | $75,876 | $76,519-0.8% | $56,025+35.4% | $145,897-48.0% |
| Participation rate | 13.0% | 63.2%-50.2pp | 52.5%-39.5pp | 80.3%-67.3pp |
| Annual return | 18.27% | 3017.03%-2998.8pp | 1712.69%-1694.4pp | 552.29%-534.0pp |
| Employer contribution / active EE | $325 | $1,383-76.5% | $1,042-68.8% | $4,663-93.0% |
| Participant deferral / active EE | $2,028 | $2,624-22.7% | $1,955+3.8% | $6,689-69.7% |
| Admin fee / account holder | $431 | $3,331-87.1% | $2,828-84.8% | $13,390-96.8% |