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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 | $110,135 | $180,749-39.1% | $160,784-31.5% | $137,256-19.8% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.0%-22.4pp | 80.0%-25.4pp |
| Annual return | 17.39% | 2234.46%-2217.1pp | 1803.92%-1786.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,120 | $4,155-49.0% | $3,733-43.2% | $4,156-49.0% |
| Participant deferral / active EE | $4,179 | $6,844-38.9% | $6,293-33.6% | $6,407-34.8% |
| Admin fee / account holder | $11,773 | $10,397+13.2% | $9,717+21.2% | $12,270-4.1% |