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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 | $72,849 | $185,225-60.7% | $142,898-49.0% | $167,536-56.5% |
| Participation rate | 55.0% | 78.5%-23.5pp | 72.0%-17.0pp | 82.1%-27.1pp |
| Annual return | 15.57% | 8558.12%-8542.6pp | 5639.64%-5624.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $1,476 | $5,607-73.7% | $4,146-64.4% | $4,839-69.5% |
| Participant deferral / active EE | $4,037 | $4,496-10.2% | $3,838+5.2% | $6,342-36.3% |
| Admin fee / account holder | $2,237 | $8,032-72.2% | $6,560-65.9% | $12,315-81.8% |