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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 | $86,583 | $102,595-15.6% | $94,057-7.9% | $154,746-44.0% |
| Participation rate | 46.7% | 76.0%-29.3pp | 73.3%-26.7pp | 80.7%-34.0pp |
| Annual return | 20.70% | 583.42%-562.7pp | 480.62%-459.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,039 | $3,147-35.2% | $2,933-30.5% | $4,379-53.4% |
| Participant deferral / active EE | $4,648 | $5,118-9.2% | $4,709-1.3% | $6,730-30.9% |
| Admin fee / account holder | $3,753 | $7,736-51.5% | $7,244-48.2% | $14,365-73.9% |