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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 | $63,191 | $90,607-30.3% | $79,467-20.5% | $135,380-53.3% |
| Participation rate | 65.2% | 76.0%-10.8pp | 73.3%-8.1pp | 82.6%-17.4pp |
| Annual return | 11.71% | 977.74%-966.0pp | 718.30%-706.6pp | 519.81%-508.1pp |
| Employer contribution / active EE | $1,872 | $3,068-39.0% | $2,800-33.1% | $4,779-60.8% |
| Participant deferral / active EE | $3,599 | $4,050-11.2% | $3,704-2.8% | $5,609-35.8% |
| Admin fee / account holder | $764 | $5,895-87.0% | $5,104-85.0% | $10,828-92.9% |