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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 | $82,441 | $88,754-7.1% | $81,820+0.8% | $145,877-43.5% |
| Participation rate | 15.4% | 75.1%-59.7pp | 72.4%-57.0pp | 80.3%-64.9pp |
| Annual return | 17.50% | 1031.77%-1014.3pp | 777.93%-760.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $786 | $3,085-74.5% | $2,915-73.0% | $4,663-83.1% |
| Participant deferral / active EE | $2,907 | $4,648-37.5% | $4,323-32.8% | $6,691-56.6% |
| Admin fee / account holder | $1,604 | $8,424-81.0% | $7,391-78.3% | $13,402-88.0% |