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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 | $89,480 | $202,345-55.8% | $172,755-48.2% | $152,885-41.5% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 20.32% | 1029.77%-1009.5pp | 802.94%-782.6pp | 345.39%-325.1pp |
| Employer contribution / active EE | $2,519 | $5,858-57.0% | $5,144-51.0% | $4,763-47.1% |
| Participant deferral / active EE | $4,490 | $5,948-24.5% | $5,198-13.6% | $5,851-23.3% |
| Admin fee / account holder | $1,740 | $17,111-89.8% | $13,955-87.5% | $11,598-85.0% |