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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 | $139,012 | $202,342-31.3% | $172,752-19.5% | $152,897-9.1% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.5%-17.7pp |
| Annual return | 21.05% | 1029.83%-1008.8pp | 802.97%-781.9pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,383 | $5,858-76.4% | $5,144-73.1% | $4,764-71.0% |
| Participant deferral / active EE | $2,576 | $5,948-56.7% | $5,198-50.4% | $5,851-56.0% |
| Admin fee / account holder | $594 | $17,111-96.5% | $13,955-95.7% | $11,599-94.9% |