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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 | $87,165 | $88,815-1.9% | $81,882+6.5% | $145,897-40.3% |
| Participation rate | 69.6% | 75.1%-5.5pp | 72.4%-2.8pp | 80.3%-10.7pp |
| Annual return | 14.15% | 1033.75%-1019.6pp | 779.47%-765.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,948 | $3,086-36.9% | $2,916-33.2% | $4,663-58.2% |
| Participant deferral / active EE | $3,591 | $4,647-22.7% | $4,323-16.9% | $6,689-46.3% |
| Admin fee / account holder | $584 | $8,434-93.1% | $7,360-92.1% | $13,390-95.6% |