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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 | $136,582 | $165,381-17.4% | $149,730-8.8% | $158,966-14.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 47.44% | 348.29%-300.8pp | 276.70%-229.3pp | 302.95%-255.5pp |
| Employer contribution / active EE | $21,250 | $5,104+316.3% | $4,645+357.5% | $4,762+346.2% |
| Participant deferral / active EE | $12,250 | $7,182+70.6% | $6,843+79.0% | $5,983+104.7% |
| Admin fee / account holder | $793 | $10,809-92.7% | $9,310-91.5% | $11,250-93.0% |