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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 | $160,775 | $180,749-11.1% | $160,7840% | $137,256+17.1% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 18.41% | 2234.46%-2216.1pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,985 | $4,155-52.2% | $3,733-46.8% | $4,156-52.2% |
| Participant deferral / active EE | $7,328 | $6,844+7.1% | $6,293+16.4% | $6,407+14.4% |
| Admin fee / account holder | $3,152 | $10,397-69.7% | $9,717-67.6% | $12,270-74.3% |