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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 | $116,005 | $209,422-44.6% | $178,503-35.0% | $158,982-27.0% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 12.30% | 188.81%-176.5pp | 151.12%-138.8pp | 302.99%-290.7pp |
| Employer contribution / active EE | $10,742 | $5,707+88.2% | $5,011+114.4% | $4,763+125.5% |
| Participant deferral / active EE | $5,614 | $5,955-5.7% | $5,202+7.9% | $5,983-6.2% |
| Admin fee / account holder | $422 | $17,079-97.5% | $13,987-97.0% | $11,252-96.2% |