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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 | $204,288 | $155,840+31.1% | $124,694+63.8% | $167,553+21.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-8.0pp | 82.1%-15.4pp |
| Annual return | 17.65% | 17.98%-0.3pp | 5144.82%-5127.2pp | 478.89%-461.2pp |
| Employer contribution / active EE | $1,071 | $4,165-74.3% | $3,325-67.8% | $4,840-77.9% |
| Participant deferral / active EE | $3,161 | $5,675-44.3% | $4,615-31.5% | $6,343-50.2% |
| Admin fee / account holder | $547 | $9,536-94.3% | $7,495-92.7% | $12,316-95.6% |