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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 | $135,284 | $202,342-33.1% | $172,753-21.7% | $152,909-11.5% |
| Participation rate | 65.2% | 87.1%-21.8pp | 82.6%-17.4pp | 82.5%-17.2pp |
| Annual return | 19.66% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.8pp |
| Employer contribution / active EE | $1,433 | $5,857-75.5% | $5,144-72.1% | $4,764-69.9% |
| Participant deferral / active EE | $4,205 | $5,948-29.3% | $5,198-19.1% | $5,851-28.1% |
| Admin fee / account holder | $921 | $17,112-94.6% | $13,956-93.4% | $11,601-92.1% |