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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 | $144,128 | $160,040-9.9% | $147,096-2.0% | $145,877-1.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.44% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $22,123 | $5,289+318.2% | $4,936+348.2% | $4,663+374.4% |
| Participant deferral / active EE | $14,563 | $8,429+72.8% | $8,071+80.4% | $6,691+117.7% |
| Admin fee / account holder | $3,548 | $15,050-76.4% | $13,005-72.7% | $13,402-73.5% |