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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 | $38,336 | $65,440-41.4% | $98,506-61.1% | $85,851-55.3% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-8.0pp | 69.3%-3.9pp |
| Annual return | 17.69% | 21.75%-4.1pp | 1494.92%-1477.2pp | 318.63%-300.9pp |
| Employer contribution / active EE | $4,572 | $2,169+110.8% | $2,961+54.4% | $2,565+78.2% |
| Participant deferral / active EE | $5,499 | $3,168+73.6% | $4,277+28.6% | $3,952+39.1% |
| Admin fee / account holder | $969 | $4,596-78.9% | $5,955-83.7% | $6,261-84.5% |