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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 | $162,259 | $176,105-7.9% | $159,474+1.7% | $167,536-3.1% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.05% | 331.91%-321.9pp | 263.68%-253.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $6,456 | $5,299+21.8% | $4,831+33.7% | $4,839+33.4% |
| Participant deferral / active EE | $23,637 | $7,751+204.9% | $7,353+221.5% | $6,342+272.7% |
| Admin fee / account holder | $4,838 | $12,559-61.5% | $10,802-55.2% | $12,315-60.7% |