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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 | $138,174 | $202,342-31.7% | $172,752-20.0% | $152,897-9.6% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 19.40% | 1029.83%-1010.4pp | 802.97%-783.6pp | 345.43%-326.0pp |
| Employer contribution / active EE | $2,091 | $5,858-64.3% | $5,144-59.4% | $4,764-56.1% |
| Participant deferral / active EE | $5,147 | $5,948-13.5% | $5,198-1.0% | $5,851-12.0% |
| Admin fee / account holder | $8,173 | $17,111-52.2% | $13,955-41.4% | $11,599-29.5% |