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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 | $192,863 | $185,225+4.1% | $142,898+35.0% | $167,536+15.1% |
| Participation rate | 16.7% | 78.5%-61.8pp | 72.0%-55.3pp | 82.1%-65.4pp |
| Annual return | 13.37% | 8558.12%-8544.7pp | 5639.64%-5626.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,073 | $5,607-80.9% | $4,146-74.1% | $4,839-77.8% |
| Participant deferral / active EE | $2,680 | $4,496-40.4% | $3,838-30.2% | $6,342-57.8% |
| Admin fee / account holder | $1,781 | $8,032-77.8% | $6,560-72.9% | $12,315-85.5% |