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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 | $98,453 | $124,175-20.7% | $108,405-9.2% | $167,553-41.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 17.78% | 1380.13%-1362.3pp | 905.55%-887.8pp | 478.89%-461.1pp |
| Employer contribution / active EE | $819 | $4,188-80.4% | $3,559-77.0% | $4,840-83.1% |
| Participant deferral / active EE | $3,291 | $6,908-52.4% | $6,563-49.9% | $6,343-48.1% |
| Admin fee / account holder | $3,389 | $9,457-64.2% | $7,297-53.6% | $12,316-72.5% |