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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 | $168,682 | $202,345-16.6% | $172,755-2.4% | $152,885+10.3% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 16.24% | 1029.77%-1013.5pp | 802.94%-786.7pp | 345.39%-329.2pp |
| Employer contribution / active EE | $2,142 | $5,858-63.4% | $5,144-58.4% | $4,763-55.0% |
| Participant deferral / active EE | $4,564 | $5,948-23.3% | $5,198-12.2% | $5,851-22.0% |
| Admin fee / account holder | $1,927 | $17,111-88.7% | $13,955-86.2% | $11,598-83.4% |