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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 | $134,840 | $176,077-23.4% | $159,455-15.4% | $167,518-19.5% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 16.92% | 331.83%-314.9pp | 263.63%-246.7pp | 478.71%-461.8pp |
| Employer contribution / active EE | $1,766 | $5,298-66.7% | $4,830-63.4% | $4,838-63.5% |
| Participant deferral / active EE | $6,237 | $7,751-19.5% | $7,353-15.2% | $6,342-1.7% |
| Admin fee / account holder | $852 | $12,556-93.2% | $10,800-92.1% | $12,312-93.1% |