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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 | $155,785 | $180,749-13.8% | $160,784-3.1% | $137,256+13.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 20.44% | 2234.46%-2214.0pp | 1803.92%-1783.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,467 | $4,155+7.5% | $3,733+19.7% | $4,156+7.5% |
| Participant deferral / active EE | $6,142 | $6,844-10.3% | $6,293-2.4% | $6,407-4.1% |
| Admin fee / account holder | $1,401 | $10,397-86.5% | $9,717-85.6% | $12,270-88.6% |