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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 | $52,375 | $88,778-41.0% | $81,844-36.0% | $145,884-64.1% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 17.32% | 1033.03%-1015.7pp | 778.87%-761.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $355 | $3,087-88.5% | $2,916-87.8% | $4,662-92.4% |
| Participant deferral / active EE | $6,686 | $4,648+43.8% | $4,323+54.6% | $6,690-0.1% |
| Admin fee / account holder | $2,025 | $8,430-76.0% | $7,355-72.5% | $13,392-84.9% |