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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 | $72,983 | $88,754-17.8% | $81,820-10.8% | $145,877-50.0% |
| Participation rate | 46.7% | 75.1%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 19.71% | 1031.77%-1012.1pp | 777.93%-758.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $798 | $3,085-74.1% | $2,915-72.6% | $4,663-82.9% |
| Participant deferral / active EE | $1,249 | $4,648-73.1% | $4,323-71.1% | $6,691-81.3% |
| Admin fee / account holder | $4,250 | $8,424-49.5% | $7,391-42.5% | $13,402-68.3% |