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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 | $79,669 | $80,812-1.4% | $160,784-50.4% | $82,448-3.4% |
| Participation rate | 53.7% | 66.2%-12.6pp | 77.0%-23.3pp | 68.1%-14.4pp |
| Annual return | 35.81% | 100.59%-64.8pp | 1803.92%-1768.1pp | 41.64%-5.8pp |
| Employer contribution / active EE | $1,965 | $2,174-9.6% | $3,733-47.3% | $2,551-23.0% |
| Participant deferral / active EE | $4,905 | $4,335+13.1% | $6,293-22.0% | $4,139+18.5% |
| Admin fee / account holder | $1,416 | $7,695-81.6% | $9,717-85.4% | $7,234-80.4% |