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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 | $106,799 | $202,342-47.2% | $172,752-38.2% | $152,897-30.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.50% | 1029.83%-1003.3pp | 802.97%-776.5pp | 345.43%-318.9pp |
| Employer contribution / active EE | $2,687 | $5,858-54.1% | $5,144-47.8% | $4,764-43.6% |
| Participant deferral / active EE | $3,249 | $5,948-45.4% | $5,198-37.5% | $5,851-44.5% |
| Admin fee / account holder | $1,095 | $17,111-93.6% | $13,955-92.2% | $11,599-90.6% |