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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 | $172,276 | $202,342-14.9% | $172,753-0.3% | $152,909+12.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 24.98% | 1029.88%-1004.9pp | 803.00%-778.0pp | 345.46%-320.5pp |
| Employer contribution / active EE | $1,249 | $5,857-78.7% | $5,144-75.7% | $4,764-73.8% |
| Participant deferral / active EE | $6,404 | $5,948+7.7% | $5,198+23.2% | $5,851+9.4% |
| Admin fee / account holder | $10,254 | $17,112-40.1% | $13,956-26.5% | $11,601-11.6% |