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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 | $76,305 | $202,342-62.3% | $172,752-55.8% | $152,897-50.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.52% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,819 | $5,858-68.9% | $5,144-64.6% | $4,764-61.8% |
| Participant deferral / active EE | $6,014 | $5,948+1.1% | $5,198+15.7% | $5,851+2.8% |
| Admin fee / account holder | $4,785 | $17,111-72.0% | $13,955-65.7% | $11,599-58.7% |