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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 | $41,219 | $202,342-79.6% | $172,752-76.1% | $152,897-73.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 19.74% | 1029.83%-1010.1pp | 802.97%-783.2pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,342 | $5,858-77.1% | $5,144-73.9% | $4,764-71.8% |
| Participant deferral / active EE | $2,877 | $5,948-51.6% | $5,198-44.6% | $5,851-50.8% |
| Admin fee / account holder | $335 | $17,111-98.0% | $13,955-97.6% | $11,599-97.1% |