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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 | $150,589 | $159,934-5.8% | $147,005+2.4% | $145,959+3.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 17.67% | 98.24%-80.6pp | 418.76%-401.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $24,031 | $5,287+354.5% | $4,934+387.0% | $4,661+415.6% |
| Participant deferral / active EE | $12,141 | $8,427+44.1% | $8,070+50.5% | $6,689+81.5% |
| Admin fee / account holder | $2,061 | $15,053-86.3% | $13,006-84.2% | $13,398-84.6% |