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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 | $160,028-5.9% | $147,080+2.4% | $145,884+3.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 17.67% | 98.60%-80.9pp | 420.17%-402.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $24,031 | $5,286+354.6% | $4,933+387.1% | $4,662+415.4% |
| Participant deferral / active EE | $12,141 | $8,422+44.2% | $8,066+50.5% | $6,690+81.5% |
| Admin fee / account holder | $2,061 | $15,030-86.3% | $12,989-84.1% | $13,392-84.6% |