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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 | $107,885 | $96,691+11.6% | $86,656+24.5% | $139,487-22.7% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.83% | 106.87%-92.0pp | 593.09%-578.3pp | 373.84%-359.0pp |
| Employer contribution / active EE | $2,655 | $3,267-18.7% | $3,025-12.2% | $4,755-44.2% |
| Participant deferral / active EE | $6,471 | $4,838+33.8% | $4,439+45.8% | $6,713-3.6% |
| Admin fee / account holder | $750 | $6,414-88.3% | $5,619-86.7% | $11,407-93.4% |