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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 | $58,869 | $202,342-70.9% | $172,752-65.9% | $152,897-61.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.52% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $1,407 | $5,858-76.0% | $5,144-72.7% | $4,764-70.5% |
| Participant deferral / active EE | $2,907 | $5,948-51.1% | $5,198-44.1% | $5,851-50.3% |
| Admin fee / account holder | $1,278 | $17,111-92.5% | $13,955-90.8% | $11,599-89.0% |