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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 | $136,702 | $180,749-24.4% | $160,784-15.0% | $137,256-0.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 20.45% | 2234.46%-2214.0pp | 1803.92%-1783.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,392 | $4,155-66.5% | $3,733-62.7% | $4,156-66.5% |
| Participant deferral / active EE | $4,187 | $6,844-38.8% | $6,293-33.5% | $6,407-34.6% |
| Admin fee / account holder | $631 | $10,397-93.9% | $9,717-93.5% | $12,270-94.9% |