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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 | $63,046 | $202,345-68.8% | $172,755-63.5% | $152,885-58.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 21.46% | 1029.77%-1008.3pp | 802.94%-781.5pp | 345.39%-323.9pp |
| Employer contribution / active EE | $1,995 | $5,858-65.9% | $5,144-61.2% | $4,763-58.1% |
| Participant deferral / active EE | $2,870 | $5,948-51.7% | $5,198-44.8% | $5,851-50.9% |
| Admin fee / account holder | $2,916 | $17,111-83.0% | $13,955-79.1% | $11,598-74.9% |