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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 | $143,806 | $165,399-13.1% | $149,745-4.0% | $158,982-9.5% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 70.04% | 348.34%-278.3pp | 276.72%-206.7pp | 302.99%-233.0pp |
| Employer contribution / active EE | $3,958 | $5,105-22.5% | $4,646-14.8% | $4,763-16.9% |
| Participant deferral / active EE | $9,374 | $7,183+30.5% | $6,843+37.0% | $5,983+56.7% |
| Admin fee / account holder | $490 | $10,811-95.5% | $9,312-94.7% | $11,252-95.6% |