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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 | $134,077 | $72,446+85.1% | $67,561+98.5% | $145,877-8.1% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 20.04% | 7211.98%-7191.9pp | 3525.44%-3505.4pp | 551.28%-531.2pp |
| Employer contribution / active EE | $2,641 | $3,072-14.0% | $2,735-3.4% | $4,663-43.4% |
| Participant deferral / active EE | $11,394 | $4,785+138.1% | $4,003+184.6% | $6,691+70.3% |
| Admin fee / account holder | $1,280 | $5,541-76.9% | $4,006-68.0% | $13,402-90.4% |