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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 | $155,129 | $202,342-23.3% | $172,753-10.2% | $152,909+1.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 32.32% | 1029.88%-997.6pp | 803.00%-770.7pp | 345.46%-313.1pp |
| Employer contribution / active EE | $2,611 | $5,857-55.4% | $5,144-49.2% | $4,764-45.2% |
| Participant deferral / active EE | $8,455 | $5,948+42.2% | $5,198+62.7% | $5,851+44.5% |
| Admin fee / account holder | $5,241 | $17,112-69.4% | $13,956-62.4% | $11,601-54.8% |