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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 | $149,670 | $171,867-12.9% | $149,7210% | $147,586+1.4% |
| Participation rate | 64.7% | 88.2%-23.5pp | 87.1%-22.4pp | 82.8%-18.1pp |
| Annual return | 14.78% | 2113.36%-2098.6pp | 1501.67%-1486.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,174 | $7,270-15.1% | $6,568-6.0% | $5,439+13.5% |
| Admin fee / account holder | $4,762 | $13,799-65.5% | $11,282-57.8% | $10,886-56.3% |