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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 | $82,719 | $88,778-6.8% | $81,844+1.1% | $145,884-43.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.68% | 1033.03%-1018.3pp | 778.87%-764.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,322 | $3,087-57.2% | $2,916-54.7% | $4,662-71.7% |
| Participant deferral / active EE | $3,793 | $4,648-18.4% | $4,323-12.3% | $6,690-43.3% |
| Admin fee / account holder | $350 | $8,430-95.8% | $7,355-95.2% | $13,392-97.4% |