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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 | $44,135 | $173,397-74.5% | $135,987-67.5% | $145,978-69.8% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.4%-16.4pp | 80.3%-20.3pp |
| Annual return | 21.44% | 1165.22%-1143.8pp | 579.77%-558.3pp | 550.52%-529.1pp |
| Employer contribution / active EE | $6,529 | $5,281+23.6% | $4,214+54.9% | $4,662+40.1% |
| Participant deferral / active EE | $8,504 | $8,710-2.4% | $7,027+21.0% | $6,690+27.1% |
| Admin fee / account holder | $13,182 | $9,663+36.4% | $6,716+96.3% | $13,400-1.6% |