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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 | $91,827 | $99,011-7.3% | $86,582+6.1% | $147,586-37.8% |
| Participation rate | 64.3% | 76.3%-12.1pp | 73.5%-9.3pp | 82.8%-18.5pp |
| Annual return | 17.69% | 1312.75%-1295.1pp | 965.08%-947.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,322 | $3,132-57.8% | $2,839-53.4% | $4,876-72.9% |
| Participant deferral / active EE | $2,892 | $3,972-27.2% | $3,609-19.9% | $5,439-46.8% |
| Admin fee / account holder | $933 | $5,709-83.7% | $4,904-81.0% | $10,886-91.4% |