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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 | $120,764 | $202,342-40.3% | $172,753-30.1% | $152,909-21.0% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 13.14% | 1029.88%-1016.7pp | 803.00%-789.9pp | 345.46%-332.3pp |
| Employer contribution / active EE | $1,506 | $5,857-74.3% | $5,144-70.7% | $4,764-68.4% |
| Participant deferral / active EE | $6,604 | $5,948+11.0% | $5,198+27.1% | $5,851+12.9% |
| Admin fee / account holder | $470 | $17,112-97.3% | $13,956-96.6% | $11,601-96.0% |