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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 | $146,571 | $160,040-8.4% | $147,096-0.4% | $145,877+0.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 99.74% | 98.49%+1.2pp | 419.75%-320.0pp | 551.28%-451.5pp |
| Employer contribution / active EE | $6,334 | $5,289+19.7% | $4,936+28.3% | $4,663+35.8% |
| Participant deferral / active EE | $5,968 | $8,429-29.2% | $8,071-26.1% | $6,691-10.8% |
| Admin fee / account holder | $973 | $15,050-93.5% | $13,005-92.5% | $13,402-92.7% |