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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 | $78,956 | $102,595-23.0% | $94,057-16.1% | $154,746-49.0% |
| Participation rate | 36.4% | 76.0%-39.6pp | 73.3%-37.0pp | 80.7%-44.3pp |
| Annual return | 10.45% | 583.42%-573.0pp | 480.62%-470.2pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,954 | $3,147-37.9% | $2,933-33.4% | $4,379-55.4% |
| Participant deferral / active EE | $4,387 | $5,118-14.3% | $4,709-6.8% | $6,730-34.8% |
| Admin fee / account holder | $684 | $7,736-91.2% | $7,244-90.6% | $14,365-95.2% |