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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 | $90,819 | $180,749-49.8% | $160,784-43.5% | $137,256-33.8% |
| Participation rate | 47.6% | 80.0%-32.4pp | 77.0%-29.3pp | 80.0%-32.3pp |
| Annual return | 17.90% | 2234.46%-2216.6pp | 1803.92%-1786.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,233 | $4,155-46.3% | $3,733-40.2% | $4,156-46.3% |
| Participant deferral / active EE | $7,666 | $6,844+12.0% | $6,293+21.8% | $6,407+19.7% |
| Admin fee / account holder | $4,780 | $10,397-54.0% | $9,717-50.8% | $12,270-61.0% |