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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 | $57,070 | $100,911-43.4% | $90,440-36.9% | $158,966-64.1% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.7%-37.0pp | 82.0%-46.2pp |
| Annual return | 16.03% | 1726.62%-1710.6pp | 1294.38%-1278.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,075 | $3,690-70.9% | $3,263-67.0% | $4,762-77.4% |
| Participant deferral / active EE | $4,072 | $4,348-6.4% | $3,964+2.7% | $5,983-31.9% |
| Admin fee / account holder | $810 | $6,507-87.5% | $5,615-85.6% | $11,250-92.8% |