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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 | $85,728 | $202,345-57.6% | $172,755-50.4% | $152,885-43.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 22.58% | 1029.77%-1007.2pp | 802.94%-780.4pp | 345.39%-322.8pp |
| Employer contribution / active EE | $3,782 | $5,858-35.4% | $5,144-26.5% | $4,763-20.6% |
| Participant deferral / active EE | $8,780 | $5,948+47.6% | $5,198+68.9% | $5,851+50.1% |
| Admin fee / account holder | $3,837 | $17,111-77.6% | $13,955-72.5% | $11,598-66.9% |