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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 | $155,286 | $72,465+114.3% | $67,575+129.8% | $145,884+6.4% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 12.13% | 7222.56%-7210.4pp | 3528.98%-3516.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $642 | $3,074-79.1% | $2,736-76.5% | $4,662-86.2% |
| Participant deferral / active EE | $2,589 | $4,786-45.9% | $4,003-35.3% | $6,690-61.3% |
| Admin fee / account holder | $1,378 | $5,515-75.0% | $3,993-65.5% | $13,392-89.7% |