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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 | $57,304 | $175,259-67.3% | $149,723-61.7% | $139,487-58.9% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 249.49% | 166.82%+82.7pp | 134.50%+115.0pp | 373.84%-124.3pp |
| Employer contribution / active EE | $5,753 | $5,478+5.0% | $4,821+19.3% | $4,755+21.0% |
| Participant deferral / active EE | $4,478 | $6,522-31.3% | $5,682-21.2% | $6,713-33.3% |
| Admin fee / account holder | $570 | $16,158-96.5% | $13,215-95.7% | $11,407-95.0% |