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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 | $116,358 | $102,696+13.3% | $86,235+34.9% | $139,487-16.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 12.55% | 1925.91%-1913.4pp | 1170.03%-1157.5pp | 373.84%-361.3pp |
| Employer contribution / active EE | $1,977 | $3,034-34.8% | $2,381-17.0% | $4,755-58.4% |
| Participant deferral / active EE | $3,409 | $4,679-27.1% | $3,987-14.5% | $6,713-49.2% |
| Admin fee / account holder | $478 | $8,667-94.5% | $6,856-93.0% | $11,407-95.8% |