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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 | $90,834 | $100,911-10.0% | $90,440+0.4% | $158,966-42.9% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 16.07% | 1726.62%-1710.6pp | 1294.38%-1278.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,662 | $3,690-27.9% | $3,263-18.4% | $4,762-44.1% |
| Participant deferral / active EE | $6,111 | $4,348+40.5% | $3,964+54.2% | $5,983+2.1% |
| Admin fee / account holder | $459 | $6,507-92.9% | $5,615-91.8% | $11,250-95.9% |