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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 | $80,006 | $180,749-55.7% | $160,784-50.2% | $137,256-41.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 15.29% | 2234.46%-2219.2pp | 1803.92%-1788.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,286 | $4,155+3.1% | $3,733+14.8% | $4,156+3.1% |
| Participant deferral / active EE | $7,998 | $6,844+16.9% | $6,293+27.1% | $6,407+24.8% |
| Admin fee / account holder | $7,162 | $10,397-31.1% | $9,717-26.3% | $12,270-41.6% |