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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 | $73,804 | $134,817-45.3% | $123,973-40.5% | $155,188-52.4% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.7%-7.4pp | 80.8%-11.6pp |
| Annual return | 94.22% | 515.49%-421.3pp | 388.13%-293.9pp | 148.84%-54.6pp |
| Employer contribution / active EE | $2,896 | $4,425-34.6% | $4,126-29.8% | $4,248-31.8% |
| Participant deferral / active EE | $7,500 | $5,706+31.4% | $5,247+42.9% | $6,531+14.8% |
| Admin fee / account holder | $4,276 | $13,245-67.7% | $11,799-63.8% | $14,480-70.5% |