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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 | $34,984 | $202,342-82.7% | $172,752-79.7% | $152,897-77.1% |
| Participation rate | 56.5% | 87.1%-30.5pp | 82.6%-26.1pp | 82.5%-25.9pp |
| Annual return | 16.26% | 1029.83%-1013.6pp | 802.97%-786.7pp | 345.43%-329.2pp |
| Employer contribution / active EE | $1,807 | $5,858-69.1% | $5,144-64.9% | $4,764-62.1% |
| Participant deferral / active EE | $2,589 | $5,948-56.5% | $5,198-50.2% | $5,851-55.8% |
| Admin fee / account holder | $3,067 | $17,111-82.1% | $13,955-78.0% | $11,599-73.6% |