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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 | $71,906 | $209,874-65.7% | $189,537-62.1% | $167,536-57.1% |
| Participation rate | 58.8% | 88.7%-29.8pp | 87.8%-29.0pp | 82.1%-23.3pp |
| Annual return | 10.51% | 748.61%-738.1pp | 555.34%-544.8pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,290 | $6,913-66.9% | $6,161-62.8% | $4,839-52.7% |
| Participant deferral / active EE | $4,233 | $8,934-52.6% | $8,220-48.5% | $6,342-33.3% |
| Admin fee / account holder | $8,027 | $14,299-43.9% | $12,048-33.4% | $12,315-34.8% |