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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 | $148,409 | $202,345-26.7% | $172,755-14.1% | $152,885-2.9% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 18.54% | 1029.77%-1011.2pp | 802.94%-784.4pp | 345.39%-326.9pp |
| Employer contribution / active EE | $1,765 | $5,858-69.9% | $5,144-65.7% | $4,763-63.0% |
| Participant deferral / active EE | $5,373 | $5,948-9.7% | $5,198+3.4% | $5,851-8.2% |
| Admin fee / account holder | $2,228 | $17,111-87.0% | $13,955-84.0% | $11,598-80.8% |