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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 | $93,169 | $109,872-15.2% | $98,483-5.4% | $167,536-44.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 22.67% | 1959.31%-1936.6pp | 1494.38%-1471.7pp | 478.82%-456.1pp |
| Employer contribution / active EE | $1,510 | $3,225-53.2% | $2,961-49.0% | $4,839-68.8% |
| Participant deferral / active EE | $3,576 | $4,673-23.5% | $4,276-16.4% | $6,342-43.6% |
| Admin fee / account holder | $569 | $6,757-91.6% | $5,953-90.4% | $12,315-95.4% |