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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 | $67,116 | $202,345-66.8% | $172,755-61.1% | $152,885-56.1% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 21.56% | 1029.77%-1008.2pp | 802.94%-781.4pp | 345.39%-323.8pp |
| Employer contribution / active EE | $2,790 | $5,858-52.4% | $5,144-45.8% | $4,763-41.4% |
| Participant deferral / active EE | $5,690 | $5,948-4.3% | $5,198+9.5% | $5,851-2.7% |
| Admin fee / account holder | $4,517 | $17,111-73.6% | $13,955-67.6% | $11,598-61.1% |