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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 | $84,339 | $100,938-16.4% | $90,461-6.8% | $158,982-47.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 19.30% | 1727.20%-1707.9pp | 1294.76%-1275.5pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,325 | $3,691-64.1% | $3,264-59.4% | $4,763-72.2% |
| Participant deferral / active EE | $2,968 | $4,350-31.8% | $3,964-25.1% | $5,983-50.4% |
| Admin fee / account holder | $12,992 | $6,510+99.6% | $5,617+131.3% | $11,252+15.5% |