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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 | $36,789 | $72,446-49.2% | $67,561-45.5% | $145,877-74.8% |
| Participation rate | 54.2% | 76.9%-22.7pp | 72.9%-18.7pp | 80.3%-26.1pp |
| Annual return | 9.93% | 7211.98%-7202.0pp | 3525.44%-3515.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $585 | $3,072-81.0% | $2,735-78.6% | $4,663-87.5% |
| Participant deferral / active EE | $2,610 | $4,785-45.4% | $4,003-34.8% | $6,691-61.0% |
| Admin fee / account holder | $5,340 | $5,541-3.6% | $4,006+33.3% | $13,402-60.2% |