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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 | $122,593 | $202,342-39.4% | $172,753-29.0% | $152,909-19.8% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 28.32% | 1029.88%-1001.6pp | 803.00%-774.7pp | 345.46%-317.1pp |
| Employer contribution / active EE | $1,437 | $5,857-75.5% | $5,144-72.1% | $4,764-69.8% |
| Participant deferral / active EE | $4,141 | $5,948-30.4% | $5,198-20.3% | $5,851-29.2% |
| Admin fee / account holder | $919 | $17,112-94.6% | $13,956-93.4% | $11,601-92.1% |