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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 | $95,628 | $100,895-5.2% | $90,430+5.7% | $158,950-39.8% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 9.21% | 1725.54%-1716.3pp | 1293.73%-1284.5pp | 302.91%-293.7pp |
| Employer contribution / active EE | $2,058 | $3,689-44.2% | $3,262-36.9% | $4,762-56.8% |
| Participant deferral / active EE | $5,973 | $4,347+37.4% | $3,963+50.7% | $5,983-0.2% |
| Admin fee / account holder | $7,500 | $6,505+15.3% | $5,613+33.6% | $11,248-33.3% |