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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 | $69,259 | $99,011-30.0% | $86,582-20.0% | $147,586-53.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 16.55% | 1312.75%-1296.2pp | 965.08%-948.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,269 | $3,132-59.5% | $2,839-55.3% | $4,876-74.0% |
| Participant deferral / active EE | $5,335 | $3,972+34.3% | $3,609+47.9% | $5,439-1.9% |
| Admin fee / account holder | $9,077 | $5,709+59.0% | $4,904+85.1% | $10,886-16.6% |