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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 | $132,649 | $202,342-34.4% | $172,752-23.2% | $152,897-13.2% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 25.34% | 1029.83%-1004.5pp | 802.97%-777.6pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,934 | $5,858-67.0% | $5,144-62.4% | $4,764-59.4% |
| Participant deferral / active EE | $5,334 | $5,948-10.3% | $5,198+2.6% | $5,851-8.8% |
| Admin fee / account holder | $7,095 | $17,111-58.5% | $13,955-49.2% | $11,599-38.8% |