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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 | $164,197 | $109,872+49.4% | $98,483+66.7% | $167,536-2.0% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 17.25% | 1959.31%-1942.1pp | 1494.38%-1477.1pp | 478.82%-461.6pp |
| Employer contribution / active EE | $1,682 | $3,225-47.9% | $2,961-43.2% | $4,839-65.3% |
| Participant deferral / active EE | $4,313 | $4,673-7.7% | $4,276+0.9% | $6,342-32.0% |
| Admin fee / account holder | $7,149 | $6,757+5.8% | $5,953+20.1% | $12,315-41.9% |