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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 | $112,401 | $165,361-32.0% | $149,715-24.9% | $158,950-29.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 9914.42% | 348.24%+9566.2pp | 276.66%+9637.8pp | 302.91%+9611.5pp |
| Employer contribution / active EE | $3,425 | $5,103-32.9% | $4,645-26.3% | $4,762-28.1% |
| Participant deferral / active EE | $8,196 | $7,182+14.1% | $6,842+19.8% | $5,983+37.0% |
| Admin fee / account holder | $7,079 | $10,808-34.5% | $9,310-24.0% | $11,248-37.1% |