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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 | $75,201 | $88,815-15.3% | $81,882-8.2% | $145,897-48.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 10.42% | 1033.75%-1023.3pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,910 | $3,086-38.1% | $2,916-34.5% | $4,663-59.0% |
| Participant deferral / active EE | $3,303 | $4,647-28.9% | $4,323-23.6% | $6,689-50.6% |
| Admin fee / account holder | $9,762 | $8,434+15.7% | $7,360+32.6% | $13,390-27.1% |