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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 | $107,392 | $160,070-32.9% | $147,117-27.0% | $145,897-26.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.02% | 98.69%-81.7pp | 420.54%-403.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $6,504 | $5,285+23.1% | $4,932+31.9% | $4,663+39.5% |
| Participant deferral / active EE | $9,478 | $8,419+12.6% | $8,065+17.5% | $6,689+41.7% |
| Admin fee / account holder | $10,716 | $15,035-28.7% | $12,993-17.5% | $13,390-20.0% |