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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 | $185,340 | $209,888-11.7% | $189,545-2.2% | $167,553+10.6% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 15.22% | 748.66%-733.4pp | 555.36%-540.1pp | 478.89%-463.7pp |
| Employer contribution / active EE | $5,434 | $6,915-21.4% | $6,162-11.8% | $4,840+12.3% |
| Participant deferral / active EE | $9,413 | $8,934+5.4% | $8,220+14.5% | $6,343+48.4% |
| Admin fee / account holder | $786 | $14,300-94.5% | $12,049-93.5% | $12,316-93.6% |