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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 | $72,358 | $202,342-64.2% | $172,752-58.1% | $152,897-52.7% |
| Participation rate | 61.9% | 87.1%-25.2pp | 82.6%-20.7pp | 82.5%-20.5pp |
| Annual return | 22.04% | 1029.83%-1007.8pp | 802.97%-780.9pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,164 | $5,858-63.1% | $5,144-57.9% | $4,764-54.6% |
| Participant deferral / active EE | $4,661 | $5,948-21.6% | $5,198-10.3% | $5,851-20.3% |
| Admin fee / account holder | $342 | $17,111-98.0% | $13,955-97.5% | $11,599-97.1% |