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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 | $76,287 | $109,872-30.6% | $98,483-22.5% | $167,536-54.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 10.39% | 1959.31%-1948.9pp | 1494.38%-1484.0pp | 478.82%-468.4pp |
| Employer contribution / active EE | $1,560 | $3,225-51.6% | $2,961-47.3% | $4,839-67.8% |
| Participant deferral / active EE | $6,990 | $4,673+49.6% | $4,276+63.5% | $6,342+10.2% |
| Admin fee / account holder | $22,534 | $6,757+233.5% | $5,953+278.5% | $12,315+83.0% |