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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 | $129,578 | $109,872+17.9% | $98,483+31.6% | $167,536-22.7% |
| Participation rate | 68.2% | 75.8%-7.6pp | 73.3%-5.2pp | 82.1%-13.9pp |
| Annual return | 16.50% | 1959.31%-1942.8pp | 1494.38%-1477.9pp | 478.82%-462.3pp |
| Employer contribution / active EE | $4,302 | $3,225+33.4% | $2,961+45.3% | $4,839-11.1% |
| Participant deferral / active EE | $4,179 | $4,673-10.6% | $4,276-2.3% | $6,342-34.1% |
| Admin fee / account holder | $1,153 | $6,757-82.9% | $5,953-80.6% | $12,315-90.6% |