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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 | $113,697 | $159,978-28.9% | $147,041-22.7% | $145,978-22.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.00% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,562 | $5,288-51.6% | $4,935-48.1% | $4,662-45.0% |
| Participant deferral / active EE | $8,872 | $8,429+5.3% | $8,071+9.9% | $6,690+32.6% |
| Admin fee / account holder | $1,077 | $15,053-92.8% | $13,006-91.7% | $13,400-92.0% |