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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 | $56,698 | $109,872-48.4% | $98,483-42.4% | $167,536-66.2% |
| Participation rate | 63.2% | 75.8%-12.7pp | 73.3%-10.2pp | 82.1%-19.0pp |
| Annual return | 17.91% | 1959.31%-1941.4pp | 1494.38%-1476.5pp | 478.82%-460.9pp |
| Employer contribution / active EE | $1,031 | $3,225-68.0% | $2,961-65.2% | $4,839-78.7% |
| Participant deferral / active EE | $2,196 | $4,673-53.0% | $4,276-48.6% | $6,342-65.4% |
| Admin fee / account holder | $5,799 | $6,757-14.2% | $5,953-2.6% | $12,315-52.9% |