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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 | $112,348 | $176,688-36.4% | $130,660-14.0% | $152,909-26.5% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.5%-62.5pp |
| Annual return | 16.47% | 2693.08%-2676.6pp | 1709.29%-1692.8pp | 345.46%-329.0pp |
| Employer contribution / active EE | $1,063 | $5,743-81.5% | $4,092-74.0% | $4,764-77.7% |
| Participant deferral / active EE | $3,800 | $4,362-12.9% | $3,603+5.5% | $5,851-35.1% |
| Admin fee / account holder | $1,330 | $7,131-81.4% | $5,463-75.7% | $11,601-88.5% |