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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 | $65,625 | $180,749-63.7% | $160,784-59.2% | $137,256-52.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 11.68% | 2234.46%-2222.8pp | 1803.92%-1792.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,938 | $4,155-53.4% | $3,733-48.1% | $4,156-53.4% |
| Participant deferral / active EE | $4,173 | $6,844-39.0% | $6,293-33.7% | $6,407-34.9% |
| Admin fee / account holder | $17,147 | $10,397+64.9% | $9,717+76.5% | $12,270+39.7% |