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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 | $129,442 | $171,492-24.5% | $150,734-14.1% | $198,609-34.8% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 14.34% | 804.70%-790.4pp | 600.81%-586.5pp | 202.70%-188.4pp |
| Employer contribution / active EE | $3,525 | $5,470-35.6% | $4,918-28.3% | $5,055-30.3% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20,085 | $17,628+13.9% | $14,905+34.7% | $19,030+5.5% |