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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 | $140,047 | $180,749-22.5% | $160,784-12.9% | $137,256+2.0% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 14.87% | 2234.46%-2219.6pp | 1803.92%-1789.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $969 | $4,155-76.7% | $3,733-74.0% | $4,156-76.7% |
| Participant deferral / active EE | $1,985 | $6,844-71.0% | $6,293-68.5% | $6,407-69.0% |
| Admin fee / account holder | $1,612 | $10,397-84.5% | $9,717-83.4% | $12,270-86.9% |