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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 | $53,795 | $209,888-74.4% | $189,545-71.6% | $167,553-67.9% |
| Participation rate | 63.6% | 88.7%-25.0pp | 87.8%-24.2pp | 82.1%-18.5pp |
| Annual return | 15.65% | 748.66%-733.0pp | 555.36%-539.7pp | 478.89%-463.2pp |
| Employer contribution / active EE | $3,026 | $6,915-56.2% | $6,162-50.9% | $4,840-37.5% |
| Participant deferral / active EE | $5,118 | $8,934-42.7% | $8,220-37.7% | $6,343-19.3% |
| Admin fee / account holder | $3,053 | $14,300-78.7% | $12,049-74.7% | $12,316-75.2% |