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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 | $168,594 | $202,345-16.7% | $172,755-2.4% | $152,885+10.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 14.90% | 1029.77%-1014.9pp | 802.94%-788.0pp | 345.39%-330.5pp |
| Employer contribution / active EE | $2,273 | $5,858-61.2% | $5,144-55.8% | $4,763-52.3% |
| Participant deferral / active EE | $5,545 | $5,948-6.8% | $5,198+6.7% | $5,851-5.2% |
| Admin fee / account holder | $16,749 | $17,111-2.1% | $13,955+20.0% | $11,598+44.4% |