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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 | $108,769 | $99,031+9.8% | $86,597+25.6% | $147,585-26.3% |
| Participation rate | 64.3% | 76.3%-12.1pp | 73.5%-9.3pp | 82.8%-18.5pp |
| Annual return | 18.17% | 1312.56%-1294.4pp | 964.96%-946.8pp | 578.57%-560.4pp |
| Employer contribution / active EE | $505 | $3,132-83.9% | $2,840-82.2% | $4,876-89.6% |
| Participant deferral / active EE | $1,760 | $3,972-55.7% | $3,609-51.2% | $5,439-67.6% |
| Admin fee / account holder | $8,959 | $5,711+56.9% | $4,906+82.6% | $10,885-17.7% |