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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 | $44,847 | $202,342-77.8% | $172,752-74.0% | $152,897-70.7% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 23.83% | 1029.83%-1006.0pp | 802.97%-779.1pp | 345.43%-321.6pp |
| Employer contribution / active EE | $2,763 | $5,858-52.8% | $5,144-46.3% | $4,764-42.0% |
| Participant deferral / active EE | $6,168 | $5,948+3.7% | $5,198+18.7% | $5,851+5.4% |
| Admin fee / account holder | $4,363 | $17,111-74.5% | $13,955-68.7% | $11,599-62.4% |