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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 | $132,265 | $202,345-34.6% | $172,755-23.4% | $152,885-13.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.30% | 1029.77%-1008.5pp | 802.94%-781.6pp | 345.39%-324.1pp |
| Employer contribution / active EE | $2,676 | $5,858-54.3% | $5,144-48.0% | $4,763-43.8% |
| Participant deferral / active EE | $6,538 | $5,948+9.9% | $5,198+25.8% | $5,851+11.8% |
| Admin fee / account holder | $15,876 | $17,111-7.2% | $13,955+13.8% | $11,598+36.9% |