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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 | $141,819 | $180,749-21.5% | $160,784-11.8% | $137,256+3.3% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 19.28% | 2234.46%-2215.2pp | 1803.92%-1784.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,623 | $4,155-60.9% | $3,733-56.5% | $4,156-60.9% |
| Participant deferral / active EE | $4,797 | $6,844-29.9% | $6,293-23.8% | $6,407-25.1% |
| Admin fee / account holder | $556 | $10,397-94.7% | $9,717-94.3% | $12,270-95.5% |