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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 | $70,562 | $99,011-28.7% | $86,582-18.5% | $147,586-52.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 14.68% | 1312.75%-1298.1pp | 965.08%-950.4pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,359 | $3,132-24.7% | $2,839-16.9% | $4,876-51.6% |
| Participant deferral / active EE | $1,787 | $3,972-55.0% | $3,609-50.5% | $5,439-67.1% |
| Admin fee / account holder | $6,875 | $5,709+20.4% | $4,904+40.2% | $10,886-36.8% |