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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 | $42,776 | $180,749-76.3% | $160,784-73.4% | $137,256-68.8% |
| Participation rate | 58.8% | 80.0%-21.2pp | 77.0%-18.1pp | 80.0%-21.1pp |
| Annual return | 14.19% | 2234.46%-2220.3pp | 1803.92%-1789.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,835 | $4,155-7.7% | $3,733+2.7% | $4,156-7.7% |
| Participant deferral / active EE | $7,217 | $6,844+5.5% | $6,293+14.7% | $6,407+12.7% |
| Admin fee / account holder | $7,017 | $10,397-32.5% | $9,717-27.8% | $12,270-42.8% |