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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 | $72,351 | $102,635-29.5% | $86,209-16.1% | $139,456-48.1% |
| Participation rate | 56.5% | 74.5%-18.0pp | 69.0%-12.4pp | 80.3%-23.8pp |
| Annual return | 17.10% | 1923.53%-1906.4pp | 1169.05%-1152.0pp | 373.45%-356.4pp |
| Employer contribution / active EE | $1,868 | $3,034-38.4% | $2,381-21.5% | $4,753-60.7% |
| Participant deferral / active EE | $8,528 | $4,677+82.3% | $3,986+113.9% | $6,711+27.1% |
| Admin fee / account holder | $3,747 | $8,661-56.7% | $6,853-45.3% | $11,407-67.2% |