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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 | $75,437 | $99,011-23.8% | $86,582-12.9% | $147,586-48.9% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 9.91% | 1312.75%-1302.8pp | 965.08%-955.2pp | 578.59%-568.7pp |
| Employer contribution / active EE | $1,455 | $3,132-53.5% | $2,839-48.7% | $4,876-70.2% |
| Participant deferral / active EE | $2,378 | $3,972-40.1% | $3,609-34.1% | $5,439-56.3% |
| Admin fee / account holder | $4,222 | $5,709-26.0% | $4,904-13.9% | $10,886-61.2% |