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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 | $87,356 | $99,009-11.8% | $86,581+0.9% | $147,585-40.8% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 14.65% | 1312.70%-1298.1pp | 965.06%-950.4pp | 578.58%-563.9pp |
| Employer contribution / active EE | $692 | $3,132-77.9% | $2,840-75.6% | $4,876-85.8% |
| Participant deferral / active EE | $3,224 | $3,972-18.9% | $3,609-10.7% | $5,439-40.7% |
| Admin fee / account holder | $2,733 | $5,709-52.1% | $4,904-44.3% | $10,886-74.9% |