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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 | $97,453 | $202,342-51.8% | $172,752-43.6% | $152,897-36.3% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 24.54% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $2,074 | $5,858-64.6% | $5,144-59.7% | $4,764-56.5% |
| Participant deferral / active EE | $4,337 | $5,948-27.1% | $5,198-16.6% | $5,851-25.9% |
| Admin fee / account holder | $2,589 | $17,111-84.9% | $13,955-81.4% | $11,599-77.7% |