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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 | $146,654 | $176,105-16.7% | $159,474-8.0% | $167,536-12.5% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.59% | 331.91%-320.3pp | 263.68%-252.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $973 | $5,299-81.6% | $4,831-79.9% | $4,839-79.9% |
| Participant deferral / active EE | $12,917 | $7,751+66.6% | $7,353+75.7% | $6,342+103.7% |
| Admin fee / account holder | $876 | $12,559-93.0% | $10,802-91.9% | $12,315-92.9% |