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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 | $145,098 | $180,462-19.6% | $154,111-5.8% | $135,379+7.2% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | 160.34% | 888.17%-727.8pp | 735.18%-574.8pp | 519.79%-359.5pp |
| Employer contribution / active EE | $1,883 | $6,036-68.8% | $5,298-64.5% | $4,779-60.6% |
| Participant deferral / active EE | $3,812 | $5,806-34.4% | $5,081-25.0% | $5,609-32.0% |
| Admin fee / account holder | $685 | $16,145-95.8% | $13,411-94.9% | $10,828-93.7% |