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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 | $51,350 | $202,342-74.6% | $172,752-70.3% | $152,897-66.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 21.34% | 1029.83%-1008.5pp | 802.97%-781.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,466 | $5,858-57.9% | $5,144-52.1% | $4,764-48.2% |
| Participant deferral / active EE | $4,346 | $5,948-26.9% | $5,198-16.4% | $5,851-25.7% |
| Admin fee / account holder | $3,232 | $17,111-81.1% | $13,955-76.8% | $11,599-72.1% |