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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 | $170,580 | $109,872+55.3% | $98,483+73.2% | $167,536+1.8% |
| Participation rate | 43.5% | 75.8%-32.4pp | 73.3%-29.9pp | 82.1%-38.6pp |
| Annual return | 12.17% | 1959.31%-1947.1pp | 1494.38%-1482.2pp | 478.82%-466.6pp |
| Employer contribution / active EE | $1,663 | $3,225-48.4% | $2,961-43.8% | $4,839-65.6% |
| Participant deferral / active EE | $4,670 | $4,673-0.1% | $4,276+9.2% | $6,342-26.4% |
| Admin fee / account holder | $531 | $6,757-92.1% | $5,953-91.1% | $12,315-95.7% |