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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 | $159,720 | $202,345-21.1% | $172,755-7.5% | $152,885+4.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 24.83% | 1029.77%-1004.9pp | 802.94%-778.1pp | 345.39%-320.6pp |
| Employer contribution / active EE | $2,008 | $5,858-65.7% | $5,144-61.0% | $4,763-57.8% |
| Participant deferral / active EE | $5,225 | $5,948-12.2% | $5,198+0.5% | $5,851-10.7% |
| Admin fee / account holder | $742 | $17,111-95.7% | $13,955-94.7% | $11,598-93.6% |