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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 | $175,249 | $185,225-5.4% | $142,898+22.6% | $167,536+4.6% |
| Participation rate | 66.7% | 78.5%-11.8pp | 72.0%-5.3pp | 82.1%-15.4pp |
| Annual return | 18.82% | 8558.12%-8539.3pp | 5639.64%-5620.8pp | 478.82%-460.0pp |
| Employer contribution / active EE | $1,567 | $5,607-72.1% | $4,146-62.2% | $4,839-67.6% |
| Participant deferral / active EE | $6,785 | $4,496+50.9% | $3,838+76.8% | $6,342+7.0% |
| Admin fee / account holder | $611 | $8,032-92.4% | $6,560-90.7% | $12,315-95.0% |