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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 | $136,702 | $209,874-34.9% | $189,537-27.9% | $167,536-18.4% |
| Participation rate | 42.9% | 88.7%-45.8pp | 87.8%-44.9pp | 82.1%-39.3pp |
| Annual return | 21.05% | 748.61%-727.6pp | 555.34%-534.3pp | 478.82%-457.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,984 | $8,934+22.9% | $8,220+33.6% | $6,342+73.2% |
| Admin fee / account holder | $18,197 | $14,299+27.3% | $12,048+51.0% | $12,315+47.8% |