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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 | $146,569 | $202,345-27.6% | $172,755-15.2% | $152,885-4.1% |
| Participation rate | 38.5% | 87.1%-48.6pp | 82.6%-44.2pp | 82.5%-44.0pp |
| Annual return | 20.34% | 1029.77%-1009.4pp | 802.94%-782.6pp | 345.39%-325.0pp |
| Employer contribution / active EE | $1,256 | $5,858-78.6% | $5,144-75.6% | $4,763-73.6% |
| Participant deferral / active EE | $3,071 | $5,948-48.4% | $5,198-40.9% | $5,851-47.5% |
| Admin fee / account holder | $625 | $17,111-96.3% | $13,955-95.5% | $11,598-94.6% |