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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 | $85,391 | $102,696-16.9% | $86,235-1.0% | $139,487-38.8% |
| Participation rate | 68.4% | 74.5%-6.1pp | 69.0%-0.5pp | 80.3%-11.9pp |
| Annual return | 25.81% | 1925.91%-1900.1pp | 1170.03%-1144.2pp | 373.84%-348.0pp |
| Employer contribution / active EE | $1,391 | $3,034-54.2% | $2,381-41.6% | $4,755-70.8% |
| Participant deferral / active EE | $5,268 | $4,679+12.6% | $3,987+32.1% | $6,713-21.5% |
| Admin fee / account holder | $1,100 | $8,667-87.3% | $6,856-84.0% | $11,407-90.4% |