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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 | $43,804 | $209,874-79.1% | $189,537-76.9% | $167,536-73.9% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.2pp | 82.1%-26.6pp |
| Annual return | 17.77% | 748.61%-730.8pp | 555.34%-537.6pp | 478.82%-461.0pp |
| Employer contribution / active EE | $3,260 | $6,913-52.8% | $6,161-47.1% | $4,839-32.6% |
| Participant deferral / active EE | $4,956 | $8,934-44.5% | $8,220-39.7% | $6,342-21.9% |
| Admin fee / account holder | $504 | $14,299-96.5% | $12,048-95.8% | $12,315-95.9% |