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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 | $165,361-13.0% | $149,715-3.9% | $158,950-9.5% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 70.04% | 348.24%-278.2pp | 276.66%-206.6pp | 302.91%-232.9pp |
| Employer contribution / active EE | $3,958 | $5,103-22.4% | $4,645-14.8% | $4,762-16.9% |
| Participant deferral / active EE | $9,374 | $7,182+30.5% | $6,842+37.0% | $5,983+56.7% |
| Admin fee / account holder | $490 | $10,808-95.5% | $9,310-94.7% | $11,248-95.6% |