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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 | $127,801 | $109,905+16.3% | $98,506+29.7% | $167,553-23.7% |
| Participation rate | 45.0% | 75.8%-30.8pp | 73.3%-28.3pp | 82.1%-37.1pp |
| Annual return | 12.14% | 1960.20%-1948.1pp | 1494.92%-1482.8pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,847 | $3,226-42.7% | $2,961-37.6% | $4,840-61.8% |
| Participant deferral / active EE | $4,542 | $4,674-2.8% | $4,277+6.2% | $6,343-28.4% |
| Admin fee / account holder | $2,957 | $6,760-56.3% | $5,955-50.3% | $12,316-76.0% |