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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 | $32,063 | $202,342-84.2% | $172,752-81.4% | $152,897-79.0% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 30.52% | 1029.83%-999.3pp | 802.97%-772.5pp | 345.43%-314.9pp |
| Employer contribution / active EE | $2,402 | $5,858-59.0% | $5,144-53.3% | $4,764-49.6% |
| Participant deferral / active EE | $4,030 | $5,948-32.2% | $5,198-22.5% | $5,851-31.1% |
| Admin fee / account holder | $8,859 | $17,111-48.2% | $13,955-36.5% | $11,599-23.6% |