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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 | $124,741 | $202,345-38.4% | $172,755-27.8% | $152,885-18.4% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 18.08% | 1029.77%-1011.7pp | 802.94%-784.9pp | 345.39%-327.3pp |
| Employer contribution / active EE | $2,796 | $5,858-52.3% | $5,144-45.6% | $4,763-41.3% |
| Participant deferral / active EE | $4,598 | $5,948-22.7% | $5,198-11.5% | $5,851-21.4% |
| Admin fee / account holder | $20,558 | $17,111+20.1% | $13,955+47.3% | $11,598+77.3% |