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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 | $118,480 | $176,077-32.7% | $159,455-25.7% | $167,518-29.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 22.50% | 331.83%-309.3pp | 263.63%-241.1pp | 478.71%-456.2pp |
| Employer contribution / active EE | $10,529 | $5,298+98.7% | $4,830+118.0% | $4,838+117.6% |
| Participant deferral / active EE | $18,087 | $7,751+133.4% | $7,353+146.0% | $6,342+185.2% |
| Admin fee / account holder | $698 | $12,556-94.4% | $10,800-93.5% | $12,312-94.3% |