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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 | $168,292 | $180,749-6.9% | $160,784+4.7% | $137,256+22.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 17.34% | 2234.46%-2217.1pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,086 | $4,155-25.7% | $3,733-17.3% | $4,156-25.8% |
| Participant deferral / active EE | $12,711 | $6,844+85.7% | $6,293+102.0% | $6,407+98.4% |
| Admin fee / account holder | $5,276 | $10,397-49.3% | $9,717-45.7% | $12,270-57.0% |