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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 | $112,520 | $109,872+2.4% | $98,483+14.3% | $167,536-32.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 13.85% | 1959.31%-1945.5pp | 1494.38%-1480.5pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,963 | $3,225-39.1% | $2,961-33.7% | $4,839-59.4% |
| Participant deferral / active EE | $10,754 | $4,673+130.1% | $4,276+151.5% | $6,342+69.6% |
| Admin fee / account holder | $670 | $6,757-90.1% | $5,953-88.7% | $12,315-94.6% |