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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 | $113,572 | $104,577+8.6% | $76,667+48.1% | $152,909-25.7% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | 15.67% | 1014.36%-998.7pp | 1166.74%-1151.1pp | 345.46%-329.8pp |
| Employer contribution / active EE | $1,315 | $3,119-57.8% | $2,303-42.9% | $4,764-72.4% |
| Participant deferral / active EE | $3,493 | $4,237-17.6% | $3,336+4.7% | $5,851-40.3% |
| Admin fee / account holder | $3,165 | $12,290-74.2% | $6,423-50.7% | $11,601-72.7% |