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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 | $157,571 | $160,070-1.6% | $147,117+7.1% | $145,897+8.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.23% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $4,638 | $5,285-12.2% | $4,932-6.0% | $4,663-0.5% |
| Participant deferral / active EE | $11,293 | $8,419+34.1% | $8,065+40.0% | $6,689+68.8% |
| Admin fee / account holder | $631 | $15,035-95.8% | $12,993-95.1% | $13,390-95.3% |