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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 | $65,925 | $100,938-34.7% | $90,461-27.1% | $158,982-58.5% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 16.03% | 1727.20%-1711.2pp | 1294.76%-1278.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,226 | $3,691-39.7% | $3,264-31.8% | $4,763-53.3% |
| Participant deferral / active EE | $7,220 | $4,350+66.0% | $3,964+82.1% | $5,983+20.7% |
| Admin fee / account holder | $12,910 | $6,510+98.3% | $5,617+129.9% | $11,252+14.7% |