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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 | $86,216 | $202,342-57.4% | $172,752-50.1% | $152,897-43.6% |
| Participation rate | 65.2% | 87.1%-21.8pp | 82.6%-17.4pp | 82.5%-17.2pp |
| Annual return | 20.53% | 1029.83%-1009.3pp | 802.97%-782.4pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,812 | $5,858-69.1% | $5,144-64.8% | $4,764-62.0% |
| Participant deferral / active EE | $3,225 | $5,948-45.8% | $5,198-38.0% | $5,851-44.9% |
| Admin fee / account holder | $2,464 | $17,111-85.6% | $13,955-82.3% | $11,599-78.8% |