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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 | $179,314 | $160,070+12.0% | $147,117+21.9% | $145,897+22.9% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 9.69% | 98.69%-89.0pp | 420.54%-410.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,983 | $5,285-43.6% | $4,932-39.5% | $4,663-36.0% |
| Participant deferral / active EE | $7,459 | $8,419-11.4% | $8,065-7.5% | $6,689+11.5% |
| Admin fee / account holder | $1,556 | $15,035-89.6% | $12,993-88.0% | $13,390-88.4% |