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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 | $107,602 | $176,105-38.9% | $159,474-32.5% | $167,536-35.8% |
| Participation rate | 64.3% | 85.0%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 17.45% | 331.91%-314.5pp | 263.68%-246.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $3,075 | $5,299-42.0% | $4,831-36.3% | $4,839-36.5% |
| Participant deferral / active EE | $13,288 | $7,751+71.4% | $7,353+80.7% | $6,342+109.5% |
| Admin fee / account holder | $7,502 | $12,559-40.3% | $10,802-30.5% | $12,315-39.1% |