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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 | $111,159 | $202,342-45.1% | $172,752-35.7% | $152,897-27.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 25.30% | 1029.83%-1004.5pp | 802.97%-777.7pp | 345.43%-320.1pp |
| Employer contribution / active EE | $3,554 | $5,858-39.3% | $5,144-30.9% | $4,764-25.4% |
| Participant deferral / active EE | $6,553 | $5,948+10.2% | $5,198+26.1% | $5,851+12.0% |
| Admin fee / account holder | $675 | $17,111-96.1% | $13,955-95.2% | $11,599-94.2% |