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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 | $88,778-15.3% | $81,844-8.1% | $145,884-48.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 10.42% | 1033.03%-1022.6pp | 778.87%-768.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,910 | $3,087-38.1% | $2,916-34.5% | $4,662-59.0% |
| Participant deferral / active EE | $3,303 | $4,648-28.9% | $4,323-23.6% | $6,690-50.6% |
| Admin fee / account holder | $9,762 | $8,430+15.8% | $7,355+32.7% | $13,392-27.1% |