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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 | $85,725 | $156,970-45.4% | $121,210-29.3% | $139,487-38.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 18.68% | 1477.10%-1458.4pp | 987.41%-968.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $789 | $5,546-85.8% | $4,171-81.1% | $4,755-83.4% |
| Participant deferral / active EE | $709 | $4,849-85.4% | $4,084-82.6% | $6,713-89.4% |
| Admin fee / account holder | $318 | $6,947-95.4% | $5,647-94.4% | $11,407-97.2% |