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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 | $91,382 | $180,749-49.4% | $160,784-43.2% | $137,256-33.4% |
| Participation rate | 53.3% | 80.0%-26.6pp | 77.0%-23.6pp | 80.0%-26.6pp |
| Annual return | 13.08% | 2234.46%-2221.4pp | 1803.92%-1790.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,651 | $4,155-60.3% | $3,733-55.8% | $4,156-60.3% |
| Participant deferral / active EE | $3,285 | $6,844-52.0% | $6,293-47.8% | $6,407-48.7% |
| Admin fee / account holder | $8,129 | $10,397-21.8% | $9,717-16.3% | $12,270-33.7% |