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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 | $137,927 | $202,342-31.8% | $172,752-20.2% | $152,897-9.8% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 16.15% | 1029.83%-1013.7pp | 802.97%-786.8pp | 345.43%-329.3pp |
| Employer contribution / active EE | $2,568 | $5,858-56.2% | $5,144-50.1% | $4,764-46.1% |
| Participant deferral / active EE | $4,014 | $5,948-32.5% | $5,198-22.8% | $5,851-31.4% |
| Admin fee / account holder | $6,514 | $17,111-61.9% | $13,955-53.3% | $11,599-43.8% |