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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 | $58,823 | $202,345-70.9% | $172,755-65.9% | $152,885-61.5% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 24.93% | 1029.77%-1004.8pp | 802.94%-778.0pp | 345.39%-320.5pp |
| Employer contribution / active EE | $2,253 | $5,858-61.5% | $5,144-56.2% | $4,763-52.7% |
| Participant deferral / active EE | $5,475 | $5,948-8.0% | $5,198+5.3% | $5,851-6.4% |
| Admin fee / account holder | $579 | $17,111-96.6% | $13,955-95.9% | $11,598-95.0% |