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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 | $142,471 | $109,863+29.7% | $98,477+44.7% | $167,518-15.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 20.21% | 1958.09%-1937.9pp | 1493.59%-1473.4pp | 478.71%-458.5pp |
| Employer contribution / active EE | $1,209 | $3,225-62.5% | $2,961-59.2% | $4,838-75.0% |
| Participant deferral / active EE | $3,762 | $4,673-19.5% | $4,276-12.0% | $6,342-40.7% |
| Admin fee / account holder | $853 | $6,755-87.4% | $5,951-85.7% | $12,312-93.1% |