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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 | $51,822 | $202,342-74.4% | $172,752-70.0% | $152,897-66.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 22.80% | 1029.83%-1007.0pp | 802.97%-780.2pp | 345.43%-322.6pp |
| Employer contribution / active EE | $2,060 | $5,858-64.8% | $5,144-60.0% | $4,764-56.8% |
| Participant deferral / active EE | $6,253 | $5,948+5.1% | $5,198+20.3% | $5,851+6.9% |
| Admin fee / account holder | $733 | $17,111-95.7% | $13,955-94.7% | $11,599-93.7% |