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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 | $118,462 | $209,888-43.6% | $189,545-37.5% | $167,553-29.3% |
| Participation rate | 61.1% | 88.7%-27.6pp | 87.8%-26.7pp | 82.1%-21.0pp |
| Annual return | 13.18% | 748.66%-735.5pp | 555.36%-542.2pp | 478.89%-465.7pp |
| Employer contribution / active EE | $7,522 | $6,915+8.8% | $6,162+22.1% | $4,840+55.4% |
| Participant deferral / active EE | $11,481 | $8,934+28.5% | $8,220+39.7% | $6,343+81.0% |
| Admin fee / account holder | $8,634 | $14,300-39.6% | $12,049-28.3% | $12,316-29.9% |