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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 | $70,353 | $109,863-36.0% | $98,477-28.6% | $167,518-58.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 16.64% | 1958.09%-1941.4pp | 1493.59%-1476.9pp | 478.71%-462.1pp |
| Employer contribution / active EE | $2,155 | $3,225-33.2% | $2,961-27.2% | $4,838-55.5% |
| Participant deferral / active EE | $1,296 | $4,673-72.3% | $4,276-69.7% | $6,342-79.6% |
| Admin fee / account holder | $394 | $6,755-94.2% | $5,951-93.4% | $12,312-96.8% |