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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 | $149,685 | $102,663+45.8% | $86,216+73.6% | $139,466+7.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 27.27% | 1924.52%-1897.2pp | 1169.42%-1142.1pp | 373.66%-346.4pp |
| Employer contribution / active EE | $2,208 | $3,035-27.2% | $2,382-7.3% | $4,754-53.6% |
| Participant deferral / active EE | $15,631 | $4,677+234.2% | $3,986+292.1% | $6,712+132.9% |
| Admin fee / account holder | $346 | $8,663-96.0% | $6,853-94.9% | $11,409-97.0% |