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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 | $86,756 | $88,754-2.3% | $81,820+6.0% | $145,877-40.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 13.06% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $921 | $3,085-70.1% | $2,915-68.4% | $4,663-80.2% |
| Participant deferral / active EE | $3,764 | $4,648-19.0% | $4,323-12.9% | $6,691-43.7% |
| Admin fee / account holder | $51,107 | $8,424+506.7% | $7,391+591.5% | $13,402+281.3% |