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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 | $61,690 | $88,710-30.5% | $81,783-24.6% | $145,959-57.7% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.4%-14.5pp | 80.3%-22.4pp |
| Annual return | 10.90% | 1027.26%-1016.4pp | 775.05%-764.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $555 | $3,083-82.0% | $2,913-80.9% | $4,661-88.1% |
| Participant deferral / active EE | $1,161 | $4,645-75.0% | $4,320-73.1% | $6,689-82.6% |
| Admin fee / account holder | $8,554 | $8,407+1.7% | $7,380+15.9% | $13,398-36.2% |