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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 | $69,150 | $102,663-32.6% | $86,216-19.8% | $139,466-50.4% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.0%-3.7pp | 80.3%-15.1pp |
| Annual return | 10.39% | 1924.52%-1914.1pp | 1169.42%-1159.0pp | 373.66%-363.3pp |
| Employer contribution / active EE | $855 | $3,035-71.8% | $2,382-64.1% | $4,754-82.0% |
| Participant deferral / active EE | $3,963 | $4,677-15.3% | $3,986-0.6% | $6,712-41.0% |
| Admin fee / account holder | $13,833 | $8,663+59.7% | $6,853+101.8% | $11,409+21.2% |