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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 | $29,372 | $138,114-78.7% | $125,391-76.6% | $134,545-78.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 79.17% | 750.88%-671.7pp | 572.41%-493.2pp | 418.37%-339.2pp |
| Employer contribution / active EE | $1,274 | $5,246-75.7% | $4,816-73.5% | $4,742-73.1% |
| Participant deferral / active EE | $5,016 | $7,801-35.7% | $7,448-32.7% | $6,401-21.6% |
| Admin fee / account holder | $2,907 | $11,570-74.9% | $10,009-71.0% | $11,431-74.6% |