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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 | $179,714 | $209,874-14.4% | $189,537-5.2% | $167,536+7.3% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 18.68% | 748.61%-729.9pp | 555.34%-536.7pp | 478.82%-460.1pp |
| Employer contribution / active EE | $4,177 | $6,913-39.6% | $6,161-32.2% | $4,839-13.7% |
| Participant deferral / active EE | $7,666 | $8,934-14.2% | $8,220-6.7% | $6,342+20.9% |
| Admin fee / account holder | $12,988 | $14,299-9.2% | $12,048+7.8% | $12,315+5.5% |