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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 | $149,403 | $185,225-19.3% | $142,898+4.6% | $167,553-10.8% |
| Participation rate | 54.5% | 78.5%-23.9pp | 72.0%-17.4pp | 82.1%-27.6pp |
| Annual return | 21.97% | 8558.12%-8536.2pp | 5639.64%-5617.7pp | 478.89%-456.9pp |
| Employer contribution / active EE | $3,885 | $5,607-30.7% | $4,146-6.3% | $4,840-19.7% |
| Participant deferral / active EE | $8,152 | $4,496+81.3% | $3,838+112.4% | $6,343+28.5% |
| Admin fee / account holder | $841 | $8,032-89.5% | $6,560-87.2% | $12,316-93.2% |