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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 | $78,542 | $202,345-61.2% | $172,755-54.5% | $152,885-48.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.51% | 1029.77%-1004.3pp | 802.94%-777.4pp | 345.39%-319.9pp |
| Employer contribution / active EE | $1,762 | $5,858-69.9% | $5,144-65.8% | $4,763-63.0% |
| Participant deferral / active EE | $4,430 | $5,948-25.5% | $5,198-14.8% | $5,851-24.3% |
| Admin fee / account holder | $4,031 | $17,111-76.4% | $13,955-71.1% | $11,598-65.2% |