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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 | $67,314 | $109,905-38.8% | $98,506-31.7% | $167,553-59.8% |
| Participation rate | 54.2% | 75.8%-21.7pp | 73.3%-19.2pp | 82.1%-27.9pp |
| Annual return | 14.08% | 1960.20%-1946.1pp | 1494.92%-1480.8pp | 478.89%-464.8pp |
| Employer contribution / active EE | $1,127 | $3,226-65.1% | $2,961-61.9% | $4,840-76.7% |
| Participant deferral / active EE | $2,297 | $4,674-50.9% | $4,277-46.3% | $6,343-63.8% |
| Admin fee / account holder | $678 | $6,760-90.0% | $5,955-88.6% | $12,316-94.5% |