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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 | $147,418 | $176,077-16.3% | $159,455-7.5% | $167,518-12.0% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 11.14% | 331.83%-320.7pp | 263.63%-252.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $2,763 | $5,298-47.8% | $4,830-42.8% | $4,838-42.9% |
| Participant deferral / active EE | $8,456 | $7,751+9.1% | $7,353+15.0% | $6,342+33.3% |
| Admin fee / account holder | $2,946 | $12,556-76.5% | $10,800-72.7% | $12,312-76.1% |