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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 | $140,717 | $88,754+58.5% | $81,820+72.0% | $145,877-3.5% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 11.73% | 1031.77%-1020.0pp | 777.93%-766.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,428 | $3,085+11.1% | $2,915+17.6% | $4,663-26.5% |
| Participant deferral / active EE | $7,567 | $4,648+62.8% | $4,323+75.1% | $6,691+13.1% |
| Admin fee / account holder | $1,854 | $8,424-78.0% | $7,391-74.9% | $13,402-86.2% |