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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 | $50,208 | $100,938-50.3% | $90,461-44.5% | $158,982-68.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 13.95% | 1727.20%-1713.3pp | 1294.76%-1280.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,294 | $3,691-64.9% | $3,264-60.3% | $4,763-72.8% |
| Participant deferral / active EE | $1,568 | $4,350-63.9% | $3,964-60.4% | $5,983-73.8% |
| Admin fee / account holder | $10,752 | $6,510+65.2% | $5,617+91.4% | $11,252-4.4% |