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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 | $136,731 | $202,342-32.4% | $172,753-20.9% | $152,909-10.6% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 26.29% | 1029.88%-1003.6pp | 803.00%-776.7pp | 345.46%-319.2pp |
| Employer contribution / active EE | $1,746 | $5,857-70.2% | $5,144-66.1% | $4,764-63.3% |
| Participant deferral / active EE | $3,450 | $5,948-42.0% | $5,198-33.6% | $5,851-41.0% |
| Admin fee / account holder | $3,780 | $17,112-77.9% | $13,956-72.9% | $11,601-67.4% |