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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 | $95,048 | $109,872-13.5% | $98,483-3.5% | $167,536-43.3% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 10.84% | 1959.31%-1948.5pp | 1494.38%-1483.5pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,450 | $3,225-55.0% | $2,961-51.0% | $4,839-70.0% |
| Participant deferral / active EE | $2,275 | $4,673-51.3% | $4,276-46.8% | $6,342-64.1% |
| Admin fee / account holder | $1,051 | $6,757-84.5% | $5,953-82.4% | $12,315-91.5% |