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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 | $38,025 | $176,077-78.4% | $159,455-76.2% | $167,518-77.3% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 14.51% | 331.83%-317.3pp | 263.63%-249.1pp | 478.71%-464.2pp |
| Employer contribution / active EE | $2,211 | $5,298-58.3% | $4,830-54.2% | $4,838-54.3% |
| Participant deferral / active EE | $7,045 | $7,751-9.1% | $7,353-4.2% | $6,342+11.1% |
| Admin fee / account holder | $691 | $12,556-94.5% | $10,800-93.6% | $12,312-94.4% |