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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 | $146,601 | $109,872+33.4% | $98,483+48.9% | $167,536-12.5% |
| Participation rate | 18.8% | 75.8%-57.1pp | 73.3%-54.6pp | 82.1%-63.4pp |
| Annual return | 13.20% | 1959.31%-1946.1pp | 1494.38%-1481.2pp | 478.82%-465.6pp |
| Employer contribution / active EE | $415 | $3,225-87.1% | $2,961-86.0% | $4,839-91.4% |
| Participant deferral / active EE | $4,023 | $4,673-13.9% | $4,276-5.9% | $6,342-36.6% |
| Admin fee / account holder | $14,897 | $6,757+120.5% | $5,953+150.3% | $12,315+21.0% |