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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 | $160,040-27.9% | $147,096-21.6% | $145,877-20.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 16.95% | 98.49%-81.5pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $11,796 | $5,289+123.0% | $4,936+139.0% | $4,663+153.0% |
| Participant deferral / active EE | $10,015 | $8,429+18.8% | $8,071+24.1% | $6,691+49.7% |
| Admin fee / account holder | $1,796 | $15,050-88.1% | $13,005-86.2% | $13,402-86.6% |