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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 | $72,636 | $202,342-64.1% | $172,753-58.0% | $152,909-52.5% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 19.34% | 1029.88%-1010.5pp | 803.00%-783.7pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,858 | $5,857-68.3% | $5,144-63.9% | $4,764-61.0% |
| Participant deferral / active EE | $3,488 | $5,948-41.4% | $5,198-32.9% | $5,851-40.4% |
| Admin fee / account holder | $788 | $17,112-95.4% | $13,956-94.4% | $11,601-93.2% |