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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 | $151,701 | $184,000-17.6% | $162,185-6.5% | $152,909-0.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 22.41% | 150.80%-128.4pp | 115.61%-93.2pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,943 | $6,370-69.5% | $5,613-65.4% | $4,764-59.2% |
| Participant deferral / active EE | $4,251 | $8,033-47.1% | $7,297-41.7% | $5,851-27.4% |
| Admin fee / account holder | $1,329 | $13,124-89.9% | $10,844-87.7% | $11,601-88.5% |