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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 | $102,983 | $202,342-49.1% | $172,752-40.4% | $152,897-32.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.88% | 1029.83%-1002.9pp | 802.97%-776.1pp | 345.43%-318.6pp |
| Employer contribution / active EE | $3,867 | $5,858-34.0% | $5,144-24.8% | $4,764-18.8% |
| Participant deferral / active EE | $11,112 | $5,948+86.8% | $5,198+113.8% | $5,851+89.9% |
| Admin fee / account holder | $706 | $17,111-95.9% | $13,955-94.9% | $11,599-93.9% |