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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 | $156,366 | $202,342-22.7% | $172,752-9.5% | $152,897+2.3% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 14.13% | 1029.83%-1015.7pp | 802.97%-788.8pp | 345.43%-331.3pp |
| Employer contribution / active EE | $5,279 | $5,858-9.9% | $5,144+2.6% | $4,764+10.8% |
| Participant deferral / active EE | $6,041 | $5,948+1.6% | $5,198+16.2% | $5,851+3.2% |
| Admin fee / account holder | $1,036 | $17,111-93.9% | $13,955-92.6% | $11,599-91.1% |