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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 | $65,725 | $176,077-62.7% | $159,455-58.8% | $167,518-60.8% |
| Participation rate | 65.0% | 84.9%-19.9pp | 82.8%-17.8pp | 82.1%-17.1pp |
| Annual return | 65.30% | 331.83%-266.5pp | 263.63%-198.3pp | 478.71%-413.4pp |
| Employer contribution / active EE | $3,139 | $5,298-40.7% | $4,830-35.0% | $4,838-35.1% |
| Participant deferral / active EE | $6,890 | $7,751-11.1% | $7,353-6.3% | $6,342+8.6% |
| Admin fee / account holder | $3,777 | $12,556-69.9% | $10,800-65.0% | $12,312-69.3% |