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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 | $44,135 | $173,526-74.6% | $136,072-67.6% | $145,884-69.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.4%-16.4pp | 80.3%-20.3pp |
| Annual return | 21.44% | 1167.12%-1145.7pp | 580.46%-559.0pp | 551.85%-530.4pp |
| Employer contribution / active EE | $6,529 | $5,285+23.5% | $4,216+54.9% | $4,662+40.0% |
| Participant deferral / active EE | $8,504 | $8,711-2.4% | $7,028+21.0% | $6,690+27.1% |
| Admin fee / account holder | $13,182 | $9,665+36.4% | $6,718+96.2% | $13,392-1.6% |