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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 | $120,970 | $202,342-40.2% | $172,753-30.0% | $152,909-20.9% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 21.11% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,333 | $5,857-77.2% | $5,144-74.1% | $4,764-72.0% |
| Participant deferral / active EE | $3,749 | $5,948-37.0% | $5,198-27.9% | $5,851-35.9% |
| Admin fee / account holder | $2,131 | $17,112-87.5% | $13,956-84.7% | $11,601-81.6% |