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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 | $84,829 | $104,924-19.2% | $84,623+0.2% | $152,885-44.5% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 54.33% | 373.82%-319.5pp | 258.77%-204.4pp | 345.39%-291.1pp |
| Employer contribution / active EE | $4,491 | $3,302+36.0% | $2,652+69.3% | $4,763-5.7% |
| Participant deferral / active EE | $8,077 | $4,689+72.3% | $3,899+107.2% | $5,851+38.1% |
| Admin fee / account holder | $729 | $6,242-88.3% | $4,913-85.2% | $11,598-93.7% |