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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 | $102,419 | $100,895+1.5% | $90,430+13.3% | $158,950-35.6% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 44.10% | 1725.54%-1681.4pp | 1293.73%-1249.6pp | 302.91%-258.8pp |
| Employer contribution / active EE | $174 | $3,689-95.3% | $3,262-94.7% | $4,762-96.4% |
| Participant deferral / active EE | $8,403 | $4,347+93.3% | $3,963+112.1% | $5,983+40.5% |
| Admin fee / account holder | $27,908 | $6,505+329.0% | $5,613+397.2% | $11,248+148.1% |