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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 | $32,847 | $209,888-84.4% | $189,545-82.7% | $167,553-80.4% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 54.04% | 748.66%-694.6pp | 555.36%-501.3pp | 478.89%-424.9pp |
| Employer contribution / active EE | $3,474 | $6,915-49.8% | $6,162-43.6% | $4,840-28.2% |
| Participant deferral / active EE | $4,683 | $8,934-47.6% | $8,220-43.0% | $6,343-26.2% |
| Admin fee / account holder | $2,279 | $14,300-84.1% | $12,049-81.1% | $12,316-81.5% |