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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 | $56,738 | $202,342-72.0% | $172,752-67.2% | $152,897-62.9% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 18.33% | 1029.83%-1011.5pp | 802.97%-784.6pp | 345.43%-327.1pp |
| Employer contribution / active EE | $2,350 | $5,858-59.9% | $5,144-54.3% | $4,764-50.7% |
| Participant deferral / active EE | $4,103 | $5,948-31.0% | $5,198-21.1% | $5,851-29.9% |
| Admin fee / account holder | $805 | $17,111-95.3% | $13,955-94.2% | $11,599-93.1% |