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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 | $56,088 | $202,342-72.3% | $172,752-67.5% | $152,897-63.3% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 18.02% | 1029.83%-1011.8pp | 802.97%-785.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,176 | $5,858-62.9% | $5,144-57.7% | $4,764-54.3% |
| Participant deferral / active EE | $5,368 | $5,948-9.8% | $5,198+3.3% | $5,851-8.3% |
| Admin fee / account holder | $1,571 | $17,111-90.8% | $13,955-88.7% | $11,599-86.5% |