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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 | $142,389 | $202,342-29.6% | $172,752-17.6% | $152,897-6.9% |
| Participation rate | 47.1% | 87.1%-40.0pp | 82.6%-35.6pp | 82.5%-35.4pp |
| Annual return | 27.28% | 1029.83%-1002.5pp | 802.97%-775.7pp | 345.43%-318.2pp |
| Employer contribution / active EE | $2,710 | $5,858-53.7% | $5,144-47.3% | $4,764-43.1% |
| Participant deferral / active EE | $3,407 | $5,948-42.7% | $5,198-34.5% | $5,851-41.8% |
| Admin fee / account holder | $2,218 | $17,111-87.0% | $13,955-84.1% | $11,599-80.9% |