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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 | $76,339 | $82,630-7.6% | $64,105+19.1% | $125,389-39.1% |
| Participation rate | 61.5% | 75.9%-14.3pp | 68.2%-6.6pp | 83.2%-21.7pp |
| Annual return | 1.75% | 1489.72%-1488.0pp | 791.24%-789.5pp | 282.24%-280.5pp |
| Employer contribution / active EE | $1,144 | $2,671-57.2% | $1,820-37.1% | $4,866-76.5% |
| Participant deferral / active EE | $1,144 | $3,608-68.3% | $2,822-59.5% | $5,352-78.6% |
| Admin fee / account holder | $1,087 | $6,382-83.0% | $4,499-75.8% | $9,541-88.6% |