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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 | $117,173 | $109,872+6.6% | $98,483+19.0% | $167,536-30.1% |
| Participation rate | 55.6% | 75.8%-20.3pp | 73.3%-17.8pp | 82.1%-26.6pp |
| Annual return | 14.07% | 1959.31%-1945.2pp | 1494.38%-1480.3pp | 478.82%-464.7pp |
| Employer contribution / active EE | $2,171 | $3,225-32.7% | $2,961-26.7% | $4,839-55.1% |
| Participant deferral / active EE | $6,945 | $4,673+48.6% | $4,276+62.4% | $6,342+9.5% |
| Admin fee / account holder | $536 | $6,757-92.1% | $5,953-91.0% | $12,315-95.6% |