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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 | $104,823 | $202,342-48.2% | $172,752-39.3% | $152,897-31.4% |
| Participation rate | 35.0% | 87.1%-52.1pp | 82.6%-47.6pp | 82.5%-47.5pp |
| Annual return | 89.15% | 1029.83%-940.7pp | 802.97%-713.8pp | 345.43%-256.3pp |
| Employer contribution / active EE | $1,997 | $5,858-65.9% | $5,144-61.2% | $4,764-58.1% |
| Participant deferral / active EE | $3,029 | $5,948-49.1% | $5,198-41.7% | $5,851-48.2% |
| Admin fee / account holder | $7,945 | $17,111-53.6% | $13,955-43.1% | $11,599-31.5% |