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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 | $111,682 | $159,934-30.2% | $147,005-24.0% | $145,959-23.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.54% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $9,210 | $5,287+74.2% | $4,934+86.7% | $4,661+97.6% |
| Participant deferral / active EE | $6,231 | $8,427-26.1% | $8,070-22.8% | $6,689-6.8% |
| Admin fee / account holder | $18,933 | $15,053+25.8% | $13,006+45.6% | $13,398+41.3% |