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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 | $145,122 | $88,815+63.4% | $81,882+77.2% | $145,897-0.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.8pp |
| Annual return | 18.38% | 1033.75%-1015.4pp | 779.47%-761.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,279 | $3,086-58.5% | $2,916-56.1% | $4,663-72.6% |
| Participant deferral / active EE | $9,558 | $4,647+105.7% | $4,323+121.1% | $6,689+42.9% |
| Admin fee / account holder | $16,878 | $8,434+100.1% | $7,360+129.3% | $13,390+26.0% |