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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 | $60,821 | $176,077-65.5% | $159,455-61.9% | $167,518-63.7% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 32.61% | 331.83%-299.2pp | 263.63%-231.0pp | 478.71%-446.1pp |
| Employer contribution / active EE | $1,125 | $5,298-78.8% | $4,830-76.7% | $4,838-76.8% |
| Participant deferral / active EE | $3,294 | $7,751-57.5% | $7,353-55.2% | $6,342-48.1% |
| Admin fee / account holder | $17,707 | $12,556+41.0% | $10,800+63.9% | $12,312+43.8% |