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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 | $88,815-17.8% | $81,882-10.9% | $145,897-50.0% |
| Participation rate | 46.7% | 75.1%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 19.71% | 1033.75%-1014.0pp | 779.47%-759.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $798 | $3,086-74.1% | $2,916-72.6% | $4,663-82.9% |
| Participant deferral / active EE | $1,249 | $4,647-73.1% | $4,323-71.1% | $6,689-81.3% |
| Admin fee / account holder | $4,250 | $8,434-49.6% | $7,360-42.3% | $13,390-68.3% |