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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 | $48,768 | $176,105-72.3% | $159,474-69.4% | $167,536-70.9% |
| Participation rate | 61.9% | 85.0%-23.0pp | 82.8%-20.9pp | 82.1%-20.2pp |
| Annual return | 13.44% | 331.91%-318.5pp | 263.68%-250.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,381 | $5,299-73.9% | $4,831-71.4% | $4,839-71.5% |
| Participant deferral / active EE | $6,346 | $7,751-18.1% | $7,353-13.7% | $6,342+0.1% |
| Admin fee / account holder | $3,492 | $12,559-72.2% | $10,802-67.7% | $12,315-71.6% |