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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 | $76,442 | $202,345-62.2% | $172,755-55.8% | $152,885-50.0% |
| Participation rate | 63.2% | 87.1%-23.9pp | 82.6%-19.5pp | 82.5%-19.3pp |
| Annual return | 18.89% | 1029.77%-1010.9pp | 802.94%-784.1pp | 345.39%-326.5pp |
| Employer contribution / active EE | $4,456 | $5,858-23.9% | $5,144-13.4% | $4,763-6.5% |
| Participant deferral / active EE | $6,297 | $5,948+5.9% | $5,198+21.2% | $5,851+7.6% |
| Admin fee / account holder | $9,136 | $17,111-46.6% | $13,955-34.5% | $11,598-21.2% |