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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 | $61,916 | $102,663-39.7% | $86,216-28.2% | $139,466-55.6% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 19.43% | 1924.52%-1905.1pp | 1169.42%-1150.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,030 | $3,035-33.1% | $2,382-14.7% | $4,754-57.3% |
| Participant deferral / active EE | $8,385 | $4,677+79.3% | $3,986+110.3% | $6,712+24.9% |
| Admin fee / account holder | $1,555 | $8,663-82.1% | $6,853-77.3% | $11,409-86.4% |