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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 | $166,995 | $180,749-7.6% | $160,784+3.9% | $137,256+21.7% |
| Participation rate | 36.4% | 80.0%-43.6pp | 77.0%-40.6pp | 80.0%-43.6pp |
| Annual return | 16.17% | 2234.46%-2218.3pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $769 | $4,155-81.5% | $3,733-79.4% | $4,156-81.5% |
| Participant deferral / active EE | $2,424 | $6,844-64.6% | $6,293-61.5% | $6,407-62.2% |
| Admin fee / account holder | $4,705 | $10,397-54.7% | $9,717-51.6% | $12,270-61.7% |