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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 | $50,286 | $52,450-4.1% | $129,339-61.1% | $74,400-32.4% |
| Participation rate | 44.1% | 53.8%-9.8pp | 69.6%-25.5pp | 67.2%-23.1pp |
| Annual return | 16.07% | 15.65%+0.4pp | 9437.05%-9421.0pp | 1367.51%-1351.4pp |
| Employer contribution / active EE | $1,437 | $1,532-6.2% | $4,154-65.4% | $2,624-45.2% |
| Participant deferral / active EE | $2,562 | $2,797-8.4% | $4,170-38.6% | $4,348-41.1% |
| Admin fee / account holder | $3,902 | $2,636+48.0% | $7,668-49.1% | $1,944+100.8% |