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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 | $30,778 | $88,710-65.3% | $81,783-62.4% | $145,959-78.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.84% | 1027.26%-1013.4pp | 775.05%-761.2pp | 561.95%-548.1pp |
| Employer contribution / active EE | $8,154 | $3,083+164.5% | $2,913+180.0% | $4,661+75.0% |
| Participant deferral / active EE | $21,274 | $4,645+358.0% | $4,320+392.4% | $6,689+218.1% |
| Admin fee / account holder | $9,230 | $8,407+9.8% | $7,380+25.1% | $13,398-31.1% |