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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 | $72,640 | $104,544-30.5% | $76,657-5.2% | $152,897-52.5% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 24.37% | 1014.36%-990.0pp | 1166.74%-1142.4pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,237 | $3,118-60.3% | $2,303-46.3% | $4,764-74.0% |
| Participant deferral / active EE | $5,292 | $4,236+24.9% | $3,335+58.6% | $5,851-9.6% |
| Admin fee / account holder | $8,935 | $12,286-27.3% | $6,423+39.1% | $11,599-23.0% |