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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 | $145,122 | $88,754+63.5% | $81,820+77.4% | $145,877-0.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 18.38% | 1031.77%-1013.4pp | 777.93%-759.5pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,279 | $3,085-58.5% | $2,915-56.1% | $4,663-72.6% |
| Participant deferral / active EE | $9,558 | $4,648+105.6% | $4,323+121.1% | $6,691+42.9% |
| Admin fee / account holder | $16,878 | $8,424+100.4% | $7,391+128.4% | $13,402+25.9% |