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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 | $164,168 | $160,070+2.6% | $147,117+11.6% | $145,897+12.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 13.39% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,925 | $5,285-63.6% | $4,932-61.0% | $4,663-58.7% |
| Participant deferral / active EE | $4,127 | $8,419-51.0% | $8,065-48.8% | $6,689-38.3% |
| Admin fee / account holder | $436 | $15,035-97.1% | $12,993-96.6% | $13,390-96.7% |