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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 | $124,234 | $109,863+13.1% | $98,477+26.2% | $167,518-25.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 14.88% | 1958.09%-1943.2pp | 1493.59%-1478.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $1,982 | $3,225-38.6% | $2,961-33.1% | $4,838-59.0% |
| Participant deferral / active EE | $6,981 | $4,673+49.4% | $4,276+63.2% | $6,342+10.1% |
| Admin fee / account holder | $2,765 | $6,755-59.1% | $5,951-53.5% | $12,312-77.5% |