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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 | $87,898 | $96,419-8.8% | $80,648+9.0% | $139,487-37.0% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 19.85% | 1352.86%-1333.0pp | 937.21%-917.4pp | 373.84%-354.0pp |
| Employer contribution / active EE | $3,783 | $3,261+16.0% | $2,724+38.9% | $4,755-20.4% |
| Participant deferral / active EE | $5,305 | $5,225+1.5% | $4,443+19.4% | $6,713-21.0% |
| Admin fee / account holder | $3,738 | $6,605-43.4% | $5,382-30.5% | $11,407-67.2% |