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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 | $130,922 | $180,749-27.6% | $160,784-18.6% | $137,256-4.6% |
| Participation rate | 63.2% | 80.0%-16.8pp | 77.0%-13.8pp | 80.0%-16.8pp |
| Annual return | 15.94% | 2234.46%-2218.5pp | 1803.92%-1788.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,674 | $4,155-59.7% | $3,733-55.2% | $4,156-59.7% |
| Participant deferral / active EE | $6,128 | $6,844-10.5% | $6,293-2.6% | $6,407-4.4% |
| Admin fee / account holder | $4,394 | $10,397-57.7% | $9,717-54.8% | $12,270-64.2% |