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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 | $91,429 | $202,326-54.8% | $172,745-47.1% | $152,870-40.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 25.18% | 1029.72%-1004.5pp | 802.90%-777.7pp | 345.34%-320.2pp |
| Employer contribution / active EE | $1,549 | $5,858-73.6% | $5,144-69.9% | $4,763-67.5% |
| Participant deferral / active EE | $5,376 | $5,948-9.6% | $5,197+3.4% | $5,850-8.1% |
| Admin fee / account holder | $3,181 | $17,110-81.4% | $13,954-77.2% | $11,597-72.6% |