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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 | $67,031 | $72,446-7.5% | $67,561-0.8% | $145,877-54.0% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 19.37% | 7211.98%-7192.6pp | 3525.44%-3506.1pp | 551.28%-531.9pp |
| Employer contribution / active EE | $3,891 | $3,072+26.6% | $2,735+42.3% | $4,663-16.6% |
| Participant deferral / active EE | $3,891 | $4,785-18.7% | $4,003-2.8% | $6,691-41.8% |
| Admin fee / account holder | $440 | $5,541-92.1% | $4,006-89.0% | $13,402-96.7% |