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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 | $156,153 | $185,225-15.7% | $142,898+9.3% | $167,536-6.8% |
| Participation rate | 50.0% | 78.5%-28.5pp | 72.0%-22.0pp | 82.1%-32.1pp |
| Annual return | 11.15% | 8558.12%-8547.0pp | 5639.64%-5628.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $335 | $5,607-94.0% | $4,146-91.9% | $4,839-93.1% |
| Participant deferral / active EE | $7,585 | $4,496+68.7% | $3,838+97.6% | $6,342+19.6% |
| Admin fee / account holder | $3,043 | $8,032-62.1% | $6,560-53.6% | $12,315-75.3% |