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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 | $38,905 | $202,345-80.8% | $172,755-77.5% | $152,885-74.6% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 14.92% | 1029.77%-1014.9pp | 802.94%-788.0pp | 345.39%-330.5pp |
| Employer contribution / active EE | $1,921 | $5,858-67.2% | $5,144-62.7% | $4,763-59.7% |
| Participant deferral / active EE | $2,741 | $5,948-53.9% | $5,198-47.3% | $5,851-53.1% |
| Admin fee / account holder | $1,391 | $17,111-91.9% | $13,955-90.0% | $11,598-88.0% |