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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 | $108,061 | $202,342-46.6% | $172,752-37.4% | $152,897-29.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.39% | 1029.83%-1008.4pp | 802.97%-781.6pp | 345.43%-324.0pp |
| Employer contribution / active EE | $2,765 | $5,858-52.8% | $5,144-46.2% | $4,764-41.9% |
| Participant deferral / active EE | $5,027 | $5,948-15.5% | $5,198-3.3% | $5,851-14.1% |
| Admin fee / account holder | $1,507 | $17,111-91.2% | $13,955-89.2% | $11,599-87.0% |