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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 | $71,408 | $96,419-25.9% | $80,648-11.5% | $139,487-48.8% |
| Participation rate | 61.9% | 73.6%-11.7pp | 67.0%-5.1pp | 80.3%-18.4pp |
| Annual return | 29.14% | 1352.86%-1323.7pp | 937.21%-908.1pp | 373.84%-344.7pp |
| Employer contribution / active EE | $3,325 | $3,261+2.0% | $2,724+22.1% | $4,755-30.1% |
| Participant deferral / active EE | $7,326 | $5,225+40.2% | $4,443+64.9% | $6,713+9.1% |
| Admin fee / account holder | $4,043 | $6,605-38.8% | $5,382-24.9% | $11,407-64.6% |