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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 | $107,019 | $202,342-47.1% | $172,752-38.1% | $152,897-30.0% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 17.59% | 1029.83%-1012.2pp | 802.97%-785.4pp | 345.43%-327.8pp |
| Employer contribution / active EE | $2,112 | $5,858-63.9% | $5,144-58.9% | $4,764-55.7% |
| Participant deferral / active EE | $3,809 | $5,948-36.0% | $5,198-26.7% | $5,851-34.9% |
| Admin fee / account holder | $8,345 | $17,111-51.2% | $13,955-40.2% | $11,599-28.1% |