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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 | $39,416 | $202,342-80.5% | $172,753-77.2% | $152,909-74.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 29.59% | 1029.88%-1000.3pp | 803.00%-773.4pp | 345.46%-315.9pp |
| Employer contribution / active EE | $2,188 | $5,857-62.7% | $5,144-57.5% | $4,764-54.1% |
| Participant deferral / active EE | $5,652 | $5,948-5.0% | $5,198+8.7% | $5,851-3.4% |
| Admin fee / account holder | $7,665 | $17,112-55.2% | $13,956-45.1% | $11,601-33.9% |