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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 | $96,855 | $102,663-5.7% | $86,216+12.3% | $139,466-30.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 12.86% | 1924.52%-1911.7pp | 1169.42%-1156.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,686 | $3,035-44.5% | $2,382-29.2% | $4,754-64.5% |
| Participant deferral / active EE | $3,027 | $4,677-35.3% | $3,986-24.1% | $6,712-54.9% |
| Admin fee / account holder | $5,009 | $8,663-42.2% | $6,853-26.9% | $11,409-56.1% |