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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 | $62,907 | $180,749-65.2% | $160,784-60.9% | $137,256-54.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 17.35% | 2234.46%-2217.1pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,370 | $4,155-67.0% | $3,733-63.3% | $4,156-67.0% |
| Participant deferral / active EE | $8,660 | $6,844+26.5% | $6,293+37.6% | $6,407+35.2% |
| Admin fee / account holder | $9,378 | $10,397-9.8% | $9,717-3.5% | $12,270-23.6% |