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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 | $108,877 | $109,872-0.9% | $98,483+10.6% | $167,536-35.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 15.48% | 1959.31%-1943.8pp | 1494.38%-1478.9pp | 478.82%-463.3pp |
| Employer contribution / active EE | $2,560 | $3,225-20.6% | $2,961-13.5% | $4,839-47.1% |
| Participant deferral / active EE | $4,127 | $4,673-11.7% | $4,276-3.5% | $6,342-34.9% |
| Admin fee / account holder | $5,759 | $6,757-14.8% | $5,953-3.3% | $12,315-53.2% |