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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 | $161,885 | $209,422-22.7% | $178,503-9.3% | $158,982+1.8% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 11.14% | 188.81%-177.7pp | 151.12%-140.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $3,186 | $5,707-44.2% | $5,011-36.4% | $4,763-33.1% |
| Participant deferral / active EE | $5,205 | $5,955-12.6% | $5,2020% | $5,983-13.0% |
| Admin fee / account holder | $17,911 | $17,079+4.9% | $13,987+28.1% | $11,252+59.2% |