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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 | $40,603 | $202,342-79.9% | $172,752-76.5% | $152,897-73.4% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 23.33% | 1029.83%-1006.5pp | 802.97%-779.6pp | 345.43%-322.1pp |
| Employer contribution / active EE | $1,471 | $5,858-74.9% | $5,144-71.4% | $4,764-69.1% |
| Participant deferral / active EE | $3,128 | $5,948-47.4% | $5,198-39.8% | $5,851-46.5% |
| Admin fee / account holder | $2,609 | $17,111-84.8% | $13,955-81.3% | $11,599-77.5% |