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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 | $32,669 | $138,114-76.3% | $125,391-73.9% | $134,545-75.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 38.10% | 750.88%-712.8pp | 572.41%-534.3pp | 418.37%-380.3pp |
| Employer contribution / active EE | $1,298 | $5,246-75.3% | $4,816-73.0% | $4,742-72.6% |
| Participant deferral / active EE | $3,676 | $7,801-52.9% | $7,448-50.6% | $6,401-42.6% |
| Admin fee / account holder | $1,533 | $11,570-86.7% | $10,009-84.7% | $11,431-86.6% |