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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 | $46,387 | $202,342-77.1% | $172,752-73.1% | $152,897-69.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 23.33% | 1029.83%-1006.5pp | 802.97%-779.6pp | 345.43%-322.1pp |
| Employer contribution / active EE | $2,034 | $5,858-65.3% | $5,144-60.5% | $4,764-57.3% |
| Participant deferral / active EE | $5,235 | $5,948-12.0% | $5,198+0.7% | $5,851-10.5% |
| Admin fee / account holder | $463 | $17,111-97.3% | $13,955-96.7% | $11,599-96.0% |