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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 | $138,660 | $217,432-36.2% | $185,849-25.4% | $167,536-17.2% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 13.10% | 148.42%-135.3pp | 122.10%-109.0pp | 478.82%-465.7pp |
| Employer contribution / active EE | $5,313 | $5,875-9.6% | $5,169+2.8% | $4,839+9.8% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $689 | $19,818-96.5% | $16,244-95.8% | $12,315-94.4% |