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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 | $58,129 | $88,754-34.5% | $81,820-29.0% | $145,877-60.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 12.48% | 1031.77%-1019.3pp | 777.93%-765.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $4,676 | $3,085+51.5% | $2,915+60.4% | $4,663+0.3% |
| Participant deferral / active EE | $12,213 | $4,648+162.8% | $4,323+182.5% | $6,691+82.5% |
| Admin fee / account holder | $1,729 | $8,424-79.5% | $7,391-76.6% | $13,402-87.1% |