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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 | $152,368 | $160,070-4.8% | $147,117+3.6% | $145,897+4.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 21.03% | 98.69%-77.7pp | 420.54%-399.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $3,349 | $5,285-36.6% | $4,932-32.1% | $4,663-28.2% |
| Participant deferral / active EE | $8,532 | $8,419+1.3% | $8,065+5.8% | $6,689+27.5% |
| Admin fee / account holder | $26,579 | $15,035+76.8% | $12,993+104.6% | $13,390+98.5% |