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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 | $82,635 | $202,342-59.2% | $172,752-52.2% | $152,897-46.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 24.82% | 1029.83%-1005.0pp | 802.97%-778.2pp | 345.43%-320.6pp |
| Employer contribution / active EE | $2,807 | $5,858-52.1% | $5,144-45.4% | $4,764-41.1% |
| Participant deferral / active EE | $5,078 | $5,948-14.6% | $5,198-2.3% | $5,851-13.2% |
| Admin fee / account holder | $1,989 | $17,111-88.4% | $13,955-85.7% | $11,599-82.8% |