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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 | $110,559 | $102,663+7.7% | $86,216+28.2% | $139,466-20.7% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 21.58% | 1924.52%-1902.9pp | 1169.42%-1147.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $2,303 | $3,035-24.1% | $2,382-3.3% | $4,754-51.6% |
| Participant deferral / active EE | $5,500 | $4,677+17.6% | $3,986+38.0% | $6,712-18.1% |
| Admin fee / account holder | $832 | $8,663-90.4% | $6,853-87.9% | $11,409-92.7% |