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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 | $179,032 | $180,749-0.9% | $160,784+11.3% | $137,256+30.4% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.0%-32.5pp | 80.0%-35.5pp |
| Annual return | 14.73% | 2234.46%-2219.7pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,446 | $4,155-65.2% | $3,733-61.3% | $4,156-65.2% |
| Participant deferral / active EE | $6,382 | $6,844-6.8% | $6,293+1.4% | $6,407-0.4% |
| Admin fee / account holder | $6,618 | $10,397-36.3% | $9,717-31.9% | $12,270-46.1% |