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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 | $158,323 | $109,872+44.1% | $98,483+60.8% | $167,536-5.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 30.47% | 1959.31%-1928.8pp | 1494.38%-1463.9pp | 478.82%-448.3pp |
| Employer contribution / active EE | $2,010 | $3,225-37.7% | $2,961-32.1% | $4,839-58.5% |
| Participant deferral / active EE | $7,111 | $4,673+52.2% | $4,276+66.3% | $6,342+12.1% |
| Admin fee / account holder | $2,480 | $6,757-63.3% | $5,953-58.3% | $12,315-79.9% |