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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 | $45,751 | $202,342-77.4% | $172,753-73.5% | $152,909-70.1% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 21.90% | 1029.88%-1008.0pp | 803.00%-781.1pp | 345.46%-323.6pp |
| Employer contribution / active EE | $5,643 | $5,857-3.7% | $5,144+9.7% | $4,764+18.4% |
| Participant deferral / active EE | $2,977 | $5,948-50.0% | $5,198-42.7% | $5,851-49.1% |
| Admin fee / account holder | $374 | $17,112-97.8% | $13,956-97.3% | $11,601-96.8% |