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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 | $166,197 | $109,863+51.3% | $98,477+68.8% | $167,518-0.8% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 11.78% | 1958.09%-1946.3pp | 1493.59%-1481.8pp | 478.71%-466.9pp |
| Employer contribution / active EE | $1,026 | $3,225-68.2% | $2,961-65.3% | $4,838-78.8% |
| Participant deferral / active EE | $2,180 | $4,673-53.3% | $4,276-49.0% | $6,342-65.6% |
| Admin fee / account holder | $517 | $6,755-92.3% | $5,951-91.3% | $12,312-95.8% |