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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 | $76,709 | $100,911-24.0% | $90,440-15.2% | $158,966-51.7% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 15.36% | 1726.62%-1711.3pp | 1294.38%-1279.0pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,470 | $3,690-60.2% | $3,263-54.9% | $4,762-69.1% |
| Participant deferral / active EE | $1,946 | $4,348-55.2% | $3,964-50.9% | $5,983-67.5% |
| Admin fee / account holder | $8,343 | $6,507+28.2% | $5,615+48.6% | $11,250-25.8% |