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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 | $164,584 | $183,988-10.5% | $162,177+1.5% | $152,897+7.6% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 16.22% | 150.79%-134.6pp | 115.60%-99.4pp | 345.43%-329.2pp |
| Employer contribution / active EE | $2,424 | $6,370-61.9% | $5,613-56.8% | $4,764-49.1% |
| Participant deferral / active EE | $7,899 | $8,032-1.7% | $7,297+8.3% | $5,851+35.0% |
| Admin fee / account holder | $4,388 | $13,123-66.6% | $10,843-59.5% | $11,599-62.2% |