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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 | $109,591 | $124,330-11.9% | $109,173+0.4% | $167,536-34.6% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 175.39% | 26.04%+149.4pp | 25.75%+149.6pp | 478.82%-303.4pp |
| Employer contribution / active EE | $5,566 | $4,209+32.2% | $3,723+49.5% | $4,839+15.0% |
| Participant deferral / active EE | $6,240 | $5,256+18.7% | $4,654+34.1% | $6,342-1.6% |
| Admin fee / account holder | $431 | $7,974-94.6% | $6,755-93.6% | $12,315-96.5% |