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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 | $55,483 | $72,426-23.4% | $67,560-17.9% | $145,897-62.0% |
| Participation rate | 53.3% | 76.9%-23.6pp | 72.9%-19.6pp | 80.3%-27.0pp |
| Annual return | 16.10% | 7226.78%-7210.7pp | 3533.50%-3517.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,517 | $3,074-50.7% | $2,737-44.6% | $4,663-67.5% |
| Participant deferral / active EE | $3,505 | $4,785-26.8% | $4,004-12.5% | $6,689-47.6% |
| Admin fee / account holder | $767 | $5,514-86.1% | $3,994-80.8% | $13,390-94.3% |