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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 | $57,761 | $202,345-71.5% | $172,755-66.6% | $152,885-62.2% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 24.20% | 1029.77%-1005.6pp | 802.94%-778.7pp | 345.39%-321.2pp |
| Employer contribution / active EE | $1,697 | $5,858-71.0% | $5,144-67.0% | $4,763-64.4% |
| Participant deferral / active EE | $7,719 | $5,948+29.8% | $5,198+48.5% | $5,851+31.9% |
| Admin fee / account holder | $3,957 | $17,111-76.9% | $13,955-71.6% | $11,598-65.9% |