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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 | $63,568 | $185,225-65.7% | $142,898-55.5% | $167,536-62.1% |
| Participation rate | 57.1% | 78.5%-21.3pp | 72.0%-14.8pp | 82.1%-25.0pp |
| Annual return | 15.01% | 8558.12%-8543.1pp | 5639.64%-5624.6pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,507 | $5,607-73.1% | $4,146-63.6% | $4,839-68.9% |
| Participant deferral / active EE | $8,163 | $4,496+81.6% | $3,838+112.7% | $6,342+28.7% |
| Admin fee / account holder | $1,308 | $8,032-83.7% | $6,560-80.1% | $12,315-89.4% |