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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 | $84,593 | $160,040-47.1% | $147,096-42.5% | $145,877-42.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 51.86% | 98.49%-46.6pp | 419.75%-367.9pp | 551.28%-499.4pp |
| Employer contribution / active EE | $2,960 | $5,289-44.0% | $4,936-40.0% | $4,663-36.5% |
| Participant deferral / active EE | $9,946 | $8,429+18.0% | $8,071+23.2% | $6,691+48.7% |
| Admin fee / account holder | $17,618 | $15,050+17.1% | $13,005+35.5% | $13,402+31.5% |