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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 | $157,477 | $159,978-1.6% | $147,041+7.1% | $145,978+7.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.95% | 98.36%-87.4pp | 419.21%-408.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,600 | $5,288-69.7% | $4,935-67.6% | $4,662-65.7% |
| Participant deferral / active EE | $19,373 | $8,429+129.8% | $8,071+140.0% | $6,690+189.6% |
| Admin fee / account holder | $319 | $15,053-97.9% | $13,006-97.5% | $13,400-97.6% |