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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 | $133,406 | $175,257-23.9% | $149,717-10.9% | $139,456-4.3% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 24.66% | 166.70%-142.0pp | 134.41%-109.7pp | 373.45%-348.8pp |
| Employer contribution / active EE | $2,400 | $5,477-56.2% | $4,820-50.2% | $4,753-49.5% |
| Participant deferral / active EE | $8,477 | $6,521+30.0% | $5,682+49.2% | $6,711+26.3% |
| Admin fee / account holder | $563 | $16,156-96.5% | $13,213-95.7% | $11,407-95.1% |