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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 | $62,680 | $109,905-43.0% | $98,506-36.4% | $167,553-62.6% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 13.02% | 1960.20%-1947.2pp | 1494.92%-1481.9pp | 478.89%-465.9pp |
| Employer contribution / active EE | $2,157 | $3,226-33.1% | $2,961-27.1% | $4,840-55.4% |
| Participant deferral / active EE | $5,426 | $4,674+16.1% | $4,277+26.9% | $6,343-14.5% |
| Admin fee / account holder | $3,502 | $6,760-48.2% | $5,955-41.2% | $12,316-71.6% |