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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 | $108,914 | $180,749-39.7% | $160,784-32.3% | $137,256-20.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 22.34% | 2234.46%-2212.1pp | 1803.92%-1781.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,480 | $4,155-64.4% | $3,733-60.4% | $4,156-64.4% |
| Participant deferral / active EE | $13,667 | $6,844+99.7% | $6,293+117.2% | $6,407+113.3% |
| Admin fee / account holder | $649 | $10,397-93.8% | $9,717-93.3% | $12,270-94.7% |