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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 | $87,982 | $144,130-39.0% | $117,861-25.4% | $147,586-40.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 15.80% | 531.20%-515.4pp | 335.11%-319.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,957 | $4,897-39.6% | $3,786-21.9% | $4,876-39.4% |
| Participant deferral / active EE | $4,488 | $5,316-15.6% | $4,482+0.1% | $5,439-17.5% |
| Admin fee / account holder | $34,988 | $10,887+221.4% | $8,021+336.2% | $10,886+221.4% |