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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 | $138,078-78.7% | $125,363-76.6% | $134,509-78.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 79.17% | 750.49%-671.3pp | 572.15%-493.0pp | 418.13%-339.0pp |
| Employer contribution / active EE | $1,274 | $5,245-75.7% | $4,815-73.5% | $4,741-73.1% |
| Participant deferral / active EE | $5,016 | $7,800-35.7% | $7,447-32.6% | $6,400-21.6% |
| Admin fee / account holder | $2,907 | $11,566-74.9% | $10,005-70.9% | $11,427-74.6% |