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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 | $160,070-30.2% | $147,117-24.1% | $145,897-23.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.54% | 98.69%-86.2pp | 420.54%-408.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $9,210 | $5,285+74.3% | $4,932+86.7% | $4,663+97.5% |
| Participant deferral / active EE | $6,231 | $8,419-26.0% | $8,065-22.7% | $6,689-6.9% |
| Admin fee / account holder | $18,933 | $15,035+25.9% | $12,993+45.7% | $13,390+41.4% |