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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 | $57,081 | $202,342-71.8% | $172,752-67.0% | $152,897-62.7% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 22.58% | 1029.83%-1007.2pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,049 | $5,858-65.0% | $5,144-60.2% | $4,764-57.0% |
| Participant deferral / active EE | $2,887 | $5,948-51.5% | $5,198-44.4% | $5,851-50.7% |
| Admin fee / account holder | $441 | $17,111-97.4% | $13,955-96.8% | $11,599-96.2% |