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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 | $86,596 | $88,702-2.4% | $81,780+5.9% | $145,978-40.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.10% | 1029.12%-1019.0pp | 776.27%-766.2pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,023 | $3,084-66.8% | $2,914-64.9% | $4,662-78.0% |
| Participant deferral / active EE | $2,611 | $4,645-43.8% | $4,321-39.6% | $6,690-61.0% |
| Admin fee / account holder | $12,230 | $8,414+45.3% | $7,384+65.6% | $13,400-8.7% |