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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 | $89,036 | $88,754+0.3% | $81,820+8.8% | $145,877-39.0% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 18.17% | 1031.77%-1013.6pp | 777.93%-759.8pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,087 | $3,085-32.3% | $2,915-28.4% | $4,663-55.2% |
| Participant deferral / active EE | $3,939 | $4,648-15.2% | $4,323-8.9% | $6,691-41.1% |
| Admin fee / account holder | $13,166 | $8,424+56.3% | $7,391+78.1% | $13,402-1.8% |