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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 | $166,583 | $160,028+4.1% | $147,080+13.3% | $145,884+14.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.07% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $4,951 | $5,286-6.3% | $4,933+0.3% | $4,662+6.2% |
| Participant deferral / active EE | $9,574 | $8,422+13.7% | $8,066+18.7% | $6,690+43.1% |
| Admin fee / account holder | $23,456 | $15,030+56.1% | $12,989+80.6% | $13,392+75.1% |