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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 | $104,048 | $202,342-48.6% | $172,752-39.8% | $152,897-31.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.21% | 1029.83%-1008.6pp | 802.97%-781.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $12,205 | $5,858+108.3% | $5,144+137.3% | $4,764+156.2% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,198+111.6% | $5,851+88.0% |
| Admin fee / account holder | $1,448 | $17,111-91.5% | $13,955-89.6% | $11,599-87.5% |