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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 | $29,320 | $160,040-81.7% | $147,096-80.1% | $145,877-79.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 386.55% | 98.49%+288.1pp | 419.75%-33.2pp | 551.28%-164.7pp |
| Employer contribution / active EE | $11,132 | $5,289+110.5% | $4,936+125.5% | $4,663+138.7% |
| Participant deferral / active EE | $16,346 | $8,429+93.9% | $8,071+102.5% | $6,691+144.3% |
| Admin fee / account holder | $479 | $15,050-96.8% | $13,005-96.3% | $13,402-96.4% |