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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 | $132,190 | $109,872+20.3% | $98,483+34.2% | $167,536-21.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 18.19% | 1959.31%-1941.1pp | 1494.38%-1476.2pp | 478.82%-460.6pp |
| Employer contribution / active EE | $1,990 | $3,225-38.3% | $2,961-32.8% | $4,839-58.9% |
| Participant deferral / active EE | $4,836 | $4,673+3.5% | $4,276+13.1% | $6,342-23.8% |
| Admin fee / account holder | $797 | $6,757-88.2% | $5,953-86.6% | $12,315-93.5% |