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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 | $69,810 | $109,872-36.5% | $98,483-29.1% | $167,536-58.3% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 12.58% | 1959.31%-1946.7pp | 1494.38%-1481.8pp | 478.82%-466.2pp |
| Employer contribution / active EE | $376 | $3,225-88.4% | $2,961-87.3% | $4,839-92.2% |
| Participant deferral / active EE | $3,740 | $4,673-20.0% | $4,276-12.5% | $6,342-41.0% |
| Admin fee / account holder | $11,324 | $6,757+67.6% | $5,953+90.2% | $12,315-8.0% |