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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 | $38,449 | $169,356-77.3% | $129,406-70.3% | $145,897-73.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 22.16% | 14418.62%-14396.5pp | 9468.18%-9446.0pp | 552.29%-530.1pp |
| Employer contribution / active EE | $13,925 | $5,542+151.3% | $4,155+235.1% | $4,663+198.7% |
| Participant deferral / active EE | $31,497 | $4,987+531.6% | $4,167+655.8% | $6,689+370.9% |
| Admin fee / account holder | $16,817 | $9,915+69.6% | $7,689+118.7% | $13,390+25.6% |