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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 | $33,599 | $209,422-84.0% | $178,503-81.2% | $158,982-78.9% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 29.28% | 188.81%-159.5pp | 151.12%-121.8pp | 302.99%-273.7pp |
| Employer contribution / active EE | $2,424 | $5,707-57.5% | $5,011-51.6% | $4,763-49.1% |
| Participant deferral / active EE | $6,926 | $5,955+16.3% | $5,202+33.1% | $5,983+15.7% |
| Admin fee / account holder | $692 | $17,079-95.9% | $13,987-95.1% | $11,252-93.8% |