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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 | $132,668 | $176,077-24.7% | $159,455-16.8% | $167,518-20.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 18.44% | 331.83%-313.4pp | 263.63%-245.2pp | 478.71%-460.3pp |
| Employer contribution / active EE | $5,218 | $5,298-1.5% | $4,830+8.0% | $4,838+7.8% |
| Participant deferral / active EE | $12,216 | $7,751+57.6% | $7,353+66.1% | $6,342+92.6% |
| Admin fee / account holder | $28,855 | $12,556+129.8% | $10,800+167.2% | $12,312+134.4% |