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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 | $49,614 | $202,342-75.5% | $172,753-71.3% | $152,909-67.6% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.5%-14.0pp |
| Annual return | 36.20% | 1029.88%-993.7pp | 803.00%-766.8pp | 345.46%-309.3pp |
| Employer contribution / active EE | $1,393 | $5,857-76.2% | $5,144-72.9% | $4,764-70.8% |
| Participant deferral / active EE | $2,750 | $5,948-53.8% | $5,198-47.1% | $5,851-53.0% |
| Admin fee / account holder | $4,770 | $17,112-72.1% | $13,956-65.8% | $11,601-58.9% |