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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 | $49,162 | $99,011-50.3% | $86,582-43.2% | $147,586-66.7% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 15.30% | 1312.75%-1297.4pp | 965.08%-949.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,301 | $3,132-58.5% | $2,839-54.2% | $4,876-73.3% |
| Participant deferral / active EE | $4,984 | $3,972+25.5% | $3,609+38.1% | $5,439-8.4% |
| Admin fee / account holder | $4,847 | $5,709-15.1% | $4,904-1.2% | $10,886-55.5% |