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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 | $84,495 | $88,815-4.9% | $81,882+3.2% | $145,897-42.1% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 16.75% | 1033.75%-1017.0pp | 779.47%-762.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,439 | $3,086-21.0% | $2,916-16.3% | $4,663-47.7% |
| Participant deferral / active EE | $3,893 | $4,647-16.2% | $4,323-10.0% | $6,689-41.8% |
| Admin fee / account holder | $3,884 | $8,434-54.0% | $7,360-47.2% | $13,390-71.0% |