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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 | $59,531 | $84,685-29.7% | $73,836-19.4% | $125,389-52.5% |
| Participation rate | 53.8% | 76.8%-22.9pp | 73.4%-19.6pp | 83.2%-29.3pp |
| Annual return | 10.34% | 3123.80%-3113.5pp | 2268.06%-2257.7pp | 282.24%-271.9pp |
| Employer contribution / active EE | $1,840 | $3,123-41.1% | $2,787-34.0% | $4,866-62.2% |
| Participant deferral / active EE | $3,466 | $3,993-13.2% | $3,583-3.3% | $5,352-35.2% |
| Admin fee / account holder | $5,533 | $5,694-2.8% | $4,882+13.3% | $9,541-42.0% |