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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 | $74,744 | $202,342-63.1% | $172,753-56.7% | $152,909-51.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 19.81% | 1029.88%-1010.1pp | 803.00%-783.2pp | 345.46%-325.7pp |
| Employer contribution / active EE | $6,779 | $5,857+15.7% | $5,144+31.8% | $4,764+42.3% |
| Participant deferral / active EE | $5,103 | $5,948-14.2% | $5,198-1.8% | $5,851-12.8% |
| Admin fee / account holder | $356 | $17,112-97.9% | $13,956-97.5% | $11,601-96.9% |