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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 | $155,165 | $176,105-11.9% | $159,474-2.7% | $167,536-7.4% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 11.65% | 331.91%-320.3pp | 263.68%-252.0pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,043 | $5,299-80.3% | $4,831-78.4% | $4,839-78.4% |
| Participant deferral / active EE | $4,514 | $7,751-41.8% | $7,353-38.6% | $6,342-28.8% |
| Admin fee / account holder | $10,356 | $12,559-17.5% | $10,802-4.1% | $12,315-15.9% |