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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 | $137,833 | $88,815+55.2% | $81,882+68.3% | $145,897-5.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.19% | 1033.75%-1018.6pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,386 | $3,086-55.1% | $2,916-52.5% | $4,663-70.3% |
| Participant deferral / active EE | $13,389 | $4,647+188.1% | $4,323+209.7% | $6,689+100.2% |
| Admin fee / account holder | $3,719 | $8,434-55.9% | $7,360-49.5% | $13,390-72.2% |