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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 | $130,111 | $102,663+26.7% | $86,216+50.9% | $139,466-6.7% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 17.57% | 1924.52%-1907.0pp | 1169.42%-1151.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,506 | $3,035-50.4% | $2,382-36.8% | $4,754-68.3% |
| Participant deferral / active EE | $6,495 | $4,677+38.9% | $3,986+62.9% | $6,712-3.2% |
| Admin fee / account holder | $816 | $8,663-90.6% | $6,853-88.1% | $11,409-92.8% |