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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 | $90,526 | $100,938-10.3% | $90,461+0.1% | $158,982-43.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 17.61% | 1727.20%-1709.6pp | 1294.76%-1277.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $2,425 | $3,691-34.3% | $3,264-25.7% | $4,763-49.1% |
| Participant deferral / active EE | $3,638 | $4,350-16.4% | $3,964-8.2% | $5,983-39.2% |
| Admin fee / account holder | $305 | $6,510-95.3% | $5,617-94.6% | $11,252-97.3% |