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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 | $136,927 | $185,225-26.1% | $142,898-4.2% | $167,536-18.3% |
| Participation rate | 33.3% | 78.5%-45.1pp | 72.0%-38.6pp | 82.1%-48.8pp |
| Annual return | 20.10% | 8558.12%-8538.0pp | 5639.64%-5619.5pp | 478.82%-458.7pp |
| Employer contribution / active EE | $830 | $5,607-85.2% | $4,146-80.0% | $4,839-82.8% |
| Participant deferral / active EE | $1,254 | $4,496-72.1% | $3,838-67.3% | $6,342-80.2% |
| Admin fee / account holder | $4,129 | $8,032-48.6% | $6,560-37.1% | $12,315-66.5% |