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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 | $115,387 | $160,070-27.9% | $147,117-21.6% | $145,897-20.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 16.95% | 98.69%-81.7pp | 420.54%-403.6pp | 552.29%-535.3pp |
| Employer contribution / active EE | $11,796 | $5,285+123.2% | $4,932+139.2% | $4,663+153.0% |
| Participant deferral / active EE | $10,015 | $8,419+19.0% | $8,065+24.2% | $6,689+49.7% |
| Admin fee / account holder | $1,796 | $15,035-88.1% | $12,993-86.2% | $13,390-86.6% |