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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 | $91,313 | $109,872-16.9% | $98,483-7.3% | $167,536-45.5% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 10.59% | 1959.31%-1948.7pp | 1494.38%-1483.8pp | 478.82%-468.2pp |
| Employer contribution / active EE | $361 | $3,225-88.8% | $2,961-87.8% | $4,839-92.5% |
| Participant deferral / active EE | $2,428 | $4,673-48.0% | $4,276-43.2% | $6,342-61.7% |
| Admin fee / account holder | $3,342 | $6,757-50.5% | $5,953-43.9% | $12,315-72.9% |