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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 | $159,878 | $202,342-21.0% | $172,753-7.5% | $152,909+4.6% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 21.05% | 1029.88%-1008.8pp | 803.00%-782.0pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,323 | $5,857-77.4% | $5,144-74.3% | $4,764-72.2% |
| Participant deferral / active EE | $5,172 | $5,948-13.0% | $5,198-0.5% | $5,851-11.6% |
| Admin fee / account holder | $2,841 | $17,112-83.4% | $13,956-79.6% | $11,601-75.5% |