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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 | $89,913 | $202,342-55.6% | $172,753-48.0% | $152,909-41.2% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 20.46% | 1029.88%-1009.4pp | 803.00%-782.5pp | 345.46%-325.0pp |
| Employer contribution / active EE | $1,917 | $5,857-67.3% | $5,144-62.7% | $4,764-59.8% |
| Participant deferral / active EE | $3,561 | $5,948-40.1% | $5,198-31.5% | $5,851-39.1% |
| Admin fee / account holder | $401 | $17,112-97.7% | $13,956-97.1% | $11,601-96.5% |