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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 | $69,849 | $202,326-65.5% | $172,745-59.6% | $152,870-54.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 26.53% | 1029.72%-1003.2pp | 802.90%-776.4pp | 345.34%-318.8pp |
| Employer contribution / active EE | $1,780 | $5,858-69.6% | $5,144-65.4% | $4,763-62.6% |
| Participant deferral / active EE | $2,904 | $5,948-51.2% | $5,197-44.1% | $5,850-50.4% |
| Admin fee / account holder | $5,556 | $17,110-67.5% | $13,954-60.2% | $11,597-52.1% |