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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 | $174,740 | $180,749-3.3% | $160,784+8.7% | $137,256+27.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 11.91% | 2234.46%-2222.6pp | 1803.92%-1792.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,673 | $4,155-35.7% | $3,733-28.4% | $4,156-35.7% |
| Participant deferral / active EE | $7,200 | $6,844+5.2% | $6,293+14.4% | $6,407+12.4% |
| Admin fee / account holder | $26,789 | $10,397+157.7% | $9,717+175.7% | $12,270+118.3% |