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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 | $155,218 | $202,345-23.3% | $172,755-10.2% | $152,885+1.5% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 26.77% | 1029.77%-1003.0pp | 802.94%-776.2pp | 345.39%-318.6pp |
| Employer contribution / active EE | $5,944 | $5,858+1.5% | $5,144+15.5% | $4,763+24.8% |
| Participant deferral / active EE | $5,447 | $5,948-8.4% | $5,198+4.8% | $5,851-6.9% |
| Admin fee / account holder | $8,830 | $17,111-48.4% | $13,955-36.7% | $11,598-23.9% |