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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 | $45,277 | $202,345-77.6% | $172,755-73.8% | $152,885-70.4% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 23.37% | 1029.77%-1006.4pp | 802.94%-779.6pp | 345.39%-322.0pp |
| Employer contribution / active EE | $1,812 | $5,858-69.1% | $5,144-64.8% | $4,763-62.0% |
| Participant deferral / active EE | $2,800 | $5,948-52.9% | $5,198-46.1% | $5,851-52.1% |
| Admin fee / account holder | $1,391 | $17,111-91.9% | $13,955-90.0% | $11,598-88.0% |