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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 | $78,361 | $202,342-61.3% | $172,752-54.6% | $152,897-48.7% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 19.03% | 1029.83%-1010.8pp | 802.97%-783.9pp | 345.43%-326.4pp |
| Employer contribution / active EE | $3,221 | $5,858-45.0% | $5,144-37.4% | $4,764-32.4% |
| Participant deferral / active EE | $7,230 | $5,948+21.5% | $5,198+39.1% | $5,851+23.6% |
| Admin fee / account holder | $18,652 | $17,111+9.0% | $13,955+33.7% | $11,599+60.8% |