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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 | $161,665 | $176,105-8.2% | $159,474+1.4% | $167,536-3.5% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 10.58% | 331.91%-321.3pp | 263.68%-253.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $3,755 | $5,299-29.1% | $4,831-22.3% | $4,839-22.4% |
| Participant deferral / active EE | $8,717 | $7,751+12.5% | $7,353+18.5% | $6,342+37.4% |
| Admin fee / account holder | $5,849 | $12,559-53.4% | $10,802-45.9% | $12,315-52.5% |