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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 | $57,009 | $157,296-63.8% | $141,191-59.6% | $152,897-62.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 410.69% | 64.34%+346.3pp | 71.41%+339.3pp | 345.43%+65.3pp |
| Employer contribution / active EE | $4,976 | $5,262-5.4% | $4,736+5.1% | $4,764+4.5% |
| Participant deferral / active EE | $9,955 | $7,111+40.0% | $6,710+48.4% | $5,851+70.1% |
| Admin fee / account holder | $8,562 | $12,125-29.4% | $10,264-16.6% | $11,599-26.2% |