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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 | $134,620 | $180,749-25.5% | $160,784-16.3% | $137,256-1.9% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 17.21% | 2234.46%-2217.3pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,032 | $4,155-75.2% | $3,733-72.4% | $4,156-75.2% |
| Participant deferral / active EE | $5,875 | $6,844-14.2% | $6,293-6.6% | $6,407-8.3% |
| Admin fee / account holder | $1,459 | $10,397-86.0% | $9,717-85.0% | $12,270-88.1% |