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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 | $39,103 | $202,342-80.7% | $172,752-77.4% | $152,897-74.4% |
| Participation rate | 56.5% | 87.1%-30.5pp | 82.6%-26.1pp | 82.5%-25.9pp |
| Annual return | 23.65% | 1029.83%-1006.2pp | 802.97%-779.3pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,346 | $5,858-77.0% | $5,144-73.8% | $4,764-71.7% |
| Participant deferral / active EE | $2,915 | $5,948-51.0% | $5,198-43.9% | $5,851-50.2% |
| Admin fee / account holder | $1,375 | $17,111-92.0% | $13,955-90.1% | $11,599-88.1% |