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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 | $56,741 | $180,749-68.6% | $160,784-64.7% | $137,256-58.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 22.44% | 2234.46%-2212.0pp | 1803.92%-1781.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,107 | $4,155-25.2% | $3,733-16.8% | $4,156-25.2% |
| Participant deferral / active EE | $13,941 | $6,844+103.7% | $6,293+121.5% | $6,407+117.6% |
| Admin fee / account holder | $1,252 | $10,397-88.0% | $9,717-87.1% | $12,270-89.8% |