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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 | $83,373 | $99,031-15.8% | $86,597-3.7% | $147,585-43.5% |
| Participation rate | 41.2% | 76.3%-35.2pp | 73.5%-32.4pp | 82.8%-41.7pp |
| Annual return | 13.70% | 1312.56%-1298.9pp | 964.96%-951.3pp | 578.57%-564.9pp |
| Employer contribution / active EE | $967 | $3,132-69.1% | $2,840-65.9% | $4,876-80.2% |
| Participant deferral / active EE | $1,751 | $3,972-55.9% | $3,609-51.5% | $5,439-67.8% |
| Admin fee / account holder | $1,245 | $5,711-78.2% | $4,906-74.6% | $10,885-88.6% |