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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 | $160,070-10.0% | $147,117-2.0% | $145,897-1.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.44% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $22,123 | $5,285+318.6% | $4,932+348.5% | $4,663+374.5% |
| Participant deferral / active EE | $14,563 | $8,419+73.0% | $8,065+80.6% | $6,689+117.7% |
| Admin fee / account holder | $3,548 | $15,035-76.4% | $12,993-72.7% | $13,390-73.5% |