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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 | $47,041 | $176,105-73.3% | $159,474-70.5% | $167,536-71.9% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 15.66% | 331.91%-316.3pp | 263.68%-248.0pp | 478.82%-463.2pp |
| Employer contribution / active EE | $5,275 | $5,299-0.5% | $4,831+9.2% | $4,839+9.0% |
| Participant deferral / active EE | $15,963 | $7,751+105.9% | $7,353+117.1% | $6,342+151.7% |
| Admin fee / account holder | $5,124 | $12,559-59.2% | $10,802-52.6% | $12,315-58.4% |