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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 | $158,413 | $180,749-12.4% | $160,784-1.5% | $137,256+15.4% |
| Participation rate | 63.6% | 80.0%-16.3pp | 77.0%-13.3pp | 80.0%-16.3pp |
| Annual return | 18.34% | 2234.46%-2216.1pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,206 | $4,155-46.9% | $3,733-40.9% | $4,156-46.9% |
| Participant deferral / active EE | $4,583 | $6,844-33.0% | $6,293-27.2% | $6,407-28.5% |
| Admin fee / account holder | $5,551 | $10,397-46.6% | $9,717-42.9% | $12,270-54.8% |