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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 | $84,143 | $88,815-5.3% | $81,882+2.8% | $145,897-42.3% |
| Participation rate | 52.6% | 75.1%-22.4pp | 72.4%-19.8pp | 80.3%-27.7pp |
| Annual return | 9.86% | 1033.75%-1023.9pp | 779.47%-769.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $605 | $3,086-80.4% | $2,916-79.2% | $4,663-87.0% |
| Participant deferral / active EE | $3,335 | $4,647-28.2% | $4,323-22.9% | $6,689-50.1% |
| Admin fee / account holder | $5,162 | $8,434-38.8% | $7,360-29.9% | $13,390-61.4% |