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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 | $130,412 | $109,872+18.7% | $98,483+32.4% | $167,536-22.2% |
| Participation rate | 58.8% | 75.8%-17.0pp | 73.3%-14.5pp | 82.1%-23.3pp |
| Annual return | 12.87% | 1959.31%-1946.4pp | 1494.38%-1481.5pp | 478.82%-465.9pp |
| Employer contribution / active EE | $1,741 | $3,225-46.0% | $2,961-41.2% | $4,839-64.0% |
| Participant deferral / active EE | $6,028 | $4,673+29.0% | $4,276+41.0% | $6,342-5.0% |
| Admin fee / account holder | $9,565 | $6,757+41.6% | $5,953+60.7% | $12,315-22.3% |