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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 | $88,754-15.3% | $81,820-8.1% | $145,877-48.4% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 10.42% | 1031.77%-1021.3pp | 777.93%-767.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,910 | $3,085-38.1% | $2,915-34.5% | $4,663-59.0% |
| Participant deferral / active EE | $3,303 | $4,648-28.9% | $4,323-23.6% | $6,691-50.6% |
| Admin fee / account holder | $9,762 | $8,424+15.9% | $7,391+32.1% | $13,402-27.2% |