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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 | $116,006 | $180,749-35.8% | $160,784-27.8% | $137,256-15.5% |
| Participation rate | 52.2% | 80.0%-27.8pp | 77.0%-24.8pp | 80.0%-27.8pp |
| Annual return | 17.70% | 2234.46%-2216.8pp | 1803.92%-1786.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,497 | $4,155-64.0% | $3,733-59.9% | $4,156-64.0% |
| Participant deferral / active EE | $5,357 | $6,844-21.7% | $6,293-14.9% | $6,407-16.4% |
| Admin fee / account holder | $2,423 | $10,397-76.7% | $9,717-75.1% | $12,270-80.3% |