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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 | $36,883 | $180,749-79.6% | $160,784-77.1% | $137,256-73.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 20.68% | 2234.46%-2213.8pp | 1803.92%-1783.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,551 | $4,155-62.7% | $3,733-58.4% | $4,156-62.7% |
| Participant deferral / active EE | $7,770 | $6,844+13.5% | $6,293+23.5% | $6,407+21.3% |
| Admin fee / account holder | $3,956 | $10,397-62.0% | $9,717-59.3% | $12,270-67.8% |