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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 | $157,775 | $202,342-22.0% | $172,752-8.7% | $152,897+3.2% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 18.27% | 1029.83%-1011.6pp | 802.97%-784.7pp | 345.43%-327.2pp |
| Employer contribution / active EE | $1,518 | $5,858-74.1% | $5,144-70.5% | $4,764-68.1% |
| Participant deferral / active EE | $4,660 | $5,948-21.7% | $5,198-10.3% | $5,851-20.4% |
| Admin fee / account holder | $8,477 | $17,111-50.5% | $13,955-39.3% | $11,599-26.9% |