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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 | $99,027 | $100,911-1.9% | $90,440+9.5% | $158,966-37.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 7.31% | 1726.62%-1719.3pp | 1294.38%-1287.1pp | 302.95%-295.6pp |
| Employer contribution / active EE | $7,588 | $3,690+105.6% | $3,263+132.5% | $4,762+59.3% |
| Participant deferral / active EE | $1,237 | $4,348-71.6% | $3,964-68.8% | $5,983-79.3% |
| Admin fee / account holder | $1,250 | $6,507-80.8% | $5,615-77.7% | $11,250-88.9% |