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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 | $169,850 | $202,342-16.1% | $172,753-1.7% | $152,909+11.1% |
| Participation rate | 56.5% | 87.1%-30.5pp | 82.6%-26.1pp | 82.5%-25.9pp |
| Annual return | 18.17% | 1029.88%-1011.7pp | 803.00%-784.8pp | 345.46%-327.3pp |
| Employer contribution / active EE | $1,887 | $5,857-67.8% | $5,144-63.3% | $4,764-60.4% |
| Participant deferral / active EE | $4,793 | $5,948-19.4% | $5,198-7.8% | $5,851-18.1% |
| Admin fee / account holder | $1,618 | $17,112-90.5% | $13,956-88.4% | $11,601-86.1% |