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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 | $167,821 | $180,749-7.2% | $160,784+4.4% | $137,256+22.3% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.0%-35.3pp | 80.0%-38.3pp |
| Annual return | 12.72% | 2234.46%-2221.7pp | 1803.92%-1791.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $978 | $4,155-76.5% | $3,733-73.8% | $4,156-76.5% |
| Participant deferral / active EE | $1,444 | $6,844-78.9% | $6,293-77.1% | $6,407-77.5% |
| Admin fee / account holder | $3,773 | $10,397-63.7% | $9,717-61.2% | $12,270-69.3% |