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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 | $87,707 | $202,342-56.7% | $172,752-49.2% | $152,897-42.6% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 21.33% | 1029.83%-1008.5pp | 802.97%-781.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,002 | $5,858-65.8% | $5,144-61.1% | $4,764-58.0% |
| Participant deferral / active EE | $5,447 | $5,948-8.4% | $5,198+4.8% | $5,851-6.9% |
| Admin fee / account holder | $489 | $17,111-97.1% | $13,955-96.5% | $11,599-95.8% |