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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 | $38,813 | $202,342-80.8% | $172,753-77.5% | $152,909-74.6% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.5%-18.2pp |
| Annual return | 26.58% | 1029.88%-1003.3pp | 803.00%-776.4pp | 345.46%-318.9pp |
| Employer contribution / active EE | $2,046 | $5,857-65.1% | $5,144-60.2% | $4,764-57.1% |
| Participant deferral / active EE | $4,769 | $5,948-19.8% | $5,198-8.3% | $5,851-18.5% |
| Admin fee / account holder | $3,698 | $17,112-78.4% | $13,956-73.5% | $11,601-68.1% |