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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 | $113,420 | $202,342-43.9% | $172,752-34.3% | $152,897-25.8% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 22.23% | 1029.83%-1007.6pp | 802.97%-780.7pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,463 | $5,858-58.0% | $5,144-52.1% | $4,764-48.3% |
| Participant deferral / active EE | $4,320 | $5,948-27.4% | $5,198-16.9% | $5,851-26.2% |
| Admin fee / account holder | $4,219 | $17,111-75.3% | $13,955-69.8% | $11,599-63.6% |