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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 | $143,056 | $180,749-20.9% | $160,784-11.0% | $137,256+4.2% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 19.98% | 2234.46%-2214.5pp | 1803.92%-1783.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,159 | $4,155+0.1% | $3,733+11.4% | $4,156+0.1% |
| Participant deferral / active EE | $10,329 | $6,844+50.9% | $6,293+64.1% | $6,407+61.2% |
| Admin fee / account holder | $554 | $10,397-94.7% | $9,717-94.3% | $12,270-95.5% |