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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 | $76,052 | $99,011-23.2% | $86,582-12.2% | $147,586-48.5% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 13.98% | 1312.75%-1298.8pp | 965.08%-951.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,159 | $3,132-63.0% | $2,839-59.2% | $4,876-76.2% |
| Participant deferral / active EE | $2,242 | $3,972-43.6% | $3,609-37.9% | $5,439-58.8% |
| Admin fee / account holder | $17,776 | $5,709+211.4% | $4,904+262.5% | $10,886+63.3% |