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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 | $150,903 | $202,342-25.4% | $172,753-12.6% | $152,909-1.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 21.73% | 1029.88%-1008.1pp | 803.00%-781.3pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,431 | $5,857-75.6% | $5,144-72.2% | $4,764-70.0% |
| Participant deferral / active EE | $7,056 | $5,948+18.6% | $5,198+35.8% | $5,851+20.6% |
| Admin fee / account holder | $15,101 | $17,112-11.7% | $13,956+8.2% | $11,601+30.2% |