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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 | $90,648 | $202,345-55.2% | $172,755-47.5% | $152,885-40.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.13% | 1029.77%-1006.6pp | 802.94%-779.8pp | 345.39%-322.3pp |
| Employer contribution / active EE | $3,296 | $5,858-43.7% | $5,144-35.9% | $4,763-30.8% |
| Participant deferral / active EE | $6,482 | $5,948+9.0% | $5,198+24.7% | $5,851+10.8% |
| Admin fee / account holder | $793 | $17,111-95.4% | $13,955-94.3% | $11,598-93.2% |