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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 | $40,192 | $202,345-80.1% | $172,755-76.7% | $152,885-73.7% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 21.37% | 1029.77%-1008.4pp | 802.94%-781.6pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,905 | $5,858-67.5% | $5,144-63.0% | $4,763-60.0% |
| Participant deferral / active EE | $2,696 | $5,948-54.7% | $5,198-48.1% | $5,851-53.9% |
| Admin fee / account holder | $368 | $17,111-97.8% | $13,955-97.4% | $11,598-96.8% |