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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 | $113,812 | $176,105-35.4% | $159,474-28.6% | $167,536-32.1% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.52% | 331.91%-314.4pp | 263.68%-246.2pp | 478.82%-461.3pp |
| Employer contribution / active EE | $5,206 | $5,299-1.7% | $4,831+7.8% | $4,839+7.6% |
| Participant deferral / active EE | $8,090 | $7,751+4.4% | $7,353+10.0% | $6,342+27.6% |
| Admin fee / account holder | $12,985 | $12,559+3.4% | $10,802+20.2% | $12,315+5.4% |