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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 | $78,425 | $96,678-18.9% | $86,640-9.5% | $139,466-43.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 20.60% | 106.69%-86.1pp | 592.52%-571.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $3,143 | $3,265-3.7% | $3,024+3.9% | $4,754-33.9% |
| Participant deferral / active EE | $1,619 | $4,837-66.5% | $4,438-63.5% | $6,712-75.9% |
| Admin fee / account holder | $422 | $6,410-93.4% | $5,616-92.5% | $11,409-96.3% |