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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 | $42,544 | $202,345-79.0% | $172,755-75.4% | $152,885-72.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 30.55% | 1029.77%-999.2pp | 802.94%-772.4pp | 345.39%-314.8pp |
| Employer contribution / active EE | $8,256 | $5,858+40.9% | $5,144+60.5% | $4,763+73.3% |
| Participant deferral / active EE | $10,869 | $5,948+82.7% | $5,198+109.1% | $5,851+85.8% |
| Admin fee / account holder | $616 | $17,111-96.4% | $13,955-95.6% | $11,598-94.7% |