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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 | $88,754-65.3% | $81,820-62.4% | $145,877-78.9% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.84% | 1031.77%-1017.9pp | 777.93%-764.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $8,154 | $3,085+164.3% | $2,915+179.7% | $4,663+74.9% |
| Participant deferral / active EE | $21,274 | $4,648+357.7% | $4,323+392.2% | $6,691+218.0% |
| Admin fee / account holder | $9,230 | $8,424+9.6% | $7,391+24.9% | $13,402-31.1% |