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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 | $84,973 | $202,342-58.0% | $172,752-50.8% | $152,897-44.4% |
| Participation rate | 52.4% | 87.1%-34.7pp | 82.6%-30.3pp | 82.5%-30.1pp |
| Annual return | 19.50% | 1029.83%-1010.3pp | 802.97%-783.5pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,741 | $5,858-70.3% | $5,144-66.2% | $4,764-63.4% |
| Participant deferral / active EE | $4,485 | $5,948-24.6% | $5,198-13.7% | $5,851-23.3% |
| Admin fee / account holder | $17,012 | $17,111-0.6% | $13,955+21.9% | $11,599+46.7% |