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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 | $59,991 | $73,421-18.3% | $66,439-9.7% | $155,188-61.3% |
| Participation rate | 58.3% | 79.7%-21.4pp | 74.5%-16.2pp | 80.8%-22.5pp |
| Annual return | 16.16% | 1382.37%-1366.2pp | 757.66%-741.5pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,251 | $3,039-25.9% | $2,637-14.6% | $4,248-47.0% |
| Participant deferral / active EE | $4,322 | $4,680-7.6% | $3,876+11.5% | $6,531-33.8% |
| Admin fee / account holder | $12,346 | $8,856+39.4% | $6,173+100.0% | $14,480-14.7% |