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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 | $66,787 | $106,008-37.0% | $92,240-27.6% | $147,586-54.7% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 14.82% | 50.05%-35.2pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,156 | $4,333-73.3% | $3,680-68.6% | $4,876-76.3% |
| Participant deferral / active EE | $1,583 | $4,478-64.7% | $3,897-59.4% | $5,439-70.9% |
| Admin fee / account holder | $2,136 | $6,333-66.3% | $5,194-58.9% | $10,886-80.4% |