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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 | $32,813 | $202,342-83.8% | $172,752-81.0% | $152,897-78.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 32.69% | 1029.83%-997.1pp | 802.97%-770.3pp | 345.43%-312.7pp |
| Employer contribution / active EE | $2,045 | $5,858-65.1% | $5,144-60.2% | $4,764-57.1% |
| Participant deferral / active EE | $3,795 | $5,948-36.2% | $5,198-27.0% | $5,851-35.1% |
| Admin fee / account holder | $366 | $17,111-97.9% | $13,955-97.4% | $11,599-96.8% |