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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 | $175,593 | $99,011+77.3% | $86,582+102.8% | $147,586+19.0% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 15.83% | 1312.75%-1296.9pp | 965.08%-949.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $700 | $3,132-77.7% | $2,839-75.4% | $4,876-85.7% |
| Participant deferral / active EE | $1,307 | $3,972-67.1% | $3,609-63.8% | $5,439-76.0% |
| Admin fee / account holder | $6,258 | $5,709+9.6% | $4,904+27.6% | $10,886-42.5% |