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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 | $89,442 | $150,447-40.5% | $136,298-34.4% | $147,586-39.4% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 22.50% | 1049.15%-1026.7pp | 5156.27%-5133.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $2,622 | $5,256-50.1% | $4,696-44.2% | $4,876-46.2% |
| Participant deferral / active EE | $6,211 | $6,631-6.3% | $6,247-0.6% | $5,439+14.2% |
| Admin fee / account holder | $767 | $10,906-93.0% | $9,244-91.7% | $10,886-93.0% |