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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 | $88,702-41.0% | $81,780-36.0% | $145,978-64.1% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 17.32% | 1029.12%-1011.8pp | 776.27%-758.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $355 | $3,084-88.5% | $2,914-87.8% | $4,662-92.4% |
| Participant deferral / active EE | $6,686 | $4,645+43.9% | $4,321+54.7% | $6,690-0.1% |
| Admin fee / account holder | $2,025 | $8,414-75.9% | $7,384-72.6% | $13,400-84.9% |