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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 | $18,574 | $138,114-86.6% | $125,391-85.2% | $134,545-86.2% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | 51.93% | 750.88%-699.0pp | 572.41%-520.5pp | 418.37%-366.4pp |
| Employer contribution / active EE | $2,272 | $5,246-56.7% | $4,816-52.8% | $4,742-52.1% |
| Participant deferral / active EE | $5,348 | $7,801-31.4% | $7,448-28.2% | $6,401-16.5% |
| Admin fee / account holder | $1,712 | $11,570-85.2% | $10,009-82.9% | $11,431-85.0% |