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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 | $97,638 | $88,754+10.0% | $81,820+19.3% | $145,877-33.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.19% | 1031.77%-1016.6pp | 777.93%-762.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $5,631 | $3,085+82.5% | $2,915+93.2% | $4,663+20.7% |
| Participant deferral / active EE | $8,848 | $4,648+90.4% | $4,323+104.7% | $6,691+32.2% |
| Admin fee / account holder | $13,536 | $8,424+60.7% | $7,391+83.2% | $13,402+1.0% |