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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 | $99,362 | $202,342-50.9% | $172,753-42.5% | $152,909-35.0% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.5%-14.3pp |
| Annual return | 17.74% | 1029.88%-1012.1pp | 803.00%-785.3pp | 345.46%-327.7pp |
| Employer contribution / active EE | $2,210 | $5,857-62.3% | $5,144-57.0% | $4,764-53.6% |
| Participant deferral / active EE | $4,675 | $5,948-21.4% | $5,198-10.1% | $5,851-20.1% |
| Admin fee / account holder | $741 | $17,112-95.7% | $13,956-94.7% | $11,601-93.6% |