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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 | $175,120 | $160,070+9.4% | $147,117+19.0% | $145,897+20.0% |
| Participation rate | 69.6% | 84.0%-14.5pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 84.43% | 98.69%-14.3pp | 420.54%-336.1pp | 552.29%-467.9pp |
| Employer contribution / active EE | $2,492 | $5,285-52.8% | $4,932-49.5% | $4,663-46.5% |
| Participant deferral / active EE | $7,908 | $8,419-6.1% | $8,065-1.9% | $6,689+18.2% |
| Admin fee / account holder | $2,811 | $15,035-81.3% | $12,993-78.4% | $13,390-79.0% |