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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 | $97,720 | $156,963-37.7% | $121,204-19.4% | $139,466-29.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 15.99% | 1476.75%-1460.8pp | 987.18%-971.2pp | 373.66%-357.7pp |
| Employer contribution / active EE | $913 | $5,544-83.5% | $4,170-78.1% | $4,754-80.8% |
| Participant deferral / active EE | $3,889 | $4,848-19.8% | $4,083-4.7% | $6,712-42.1% |
| Admin fee / account holder | $4,757 | $6,953-31.6% | $5,651-15.8% | $11,409-58.3% |