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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 | $108,196 | $185,199-41.6% | $142,874-24.3% | $167,518-35.4% |
| Participation rate | 57.1% | 78.5%-21.3pp | 72.0%-14.8pp | 82.1%-25.0pp |
| Annual return | 38.90% | 8556.90%-8518.0pp | 5638.58%-5599.7pp | 478.71%-439.8pp |
| Employer contribution / active EE | $1,867 | $5,606-66.7% | $4,145-55.0% | $4,838-61.4% |
| Participant deferral / active EE | $4,848 | $4,495+7.8% | $3,838+26.3% | $6,342-23.6% |
| Admin fee / account holder | $2,552 | $8,031-68.2% | $6,561-61.1% | $12,312-79.3% |