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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 | $113,375 | $176,120-35.6% | $159,487-28.9% | $167,553-32.3% |
| Participation rate | 58.8% | 85.0%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 13.54% | 331.95%-318.4pp | 263.71%-250.2pp | 478.89%-465.3pp |
| Employer contribution / active EE | $5,557 | $5,299+4.9% | $4,831+15.0% | $4,840+14.8% |
| Participant deferral / active EE | $8,794 | $7,752+13.5% | $7,354+19.6% | $6,343+38.7% |
| Admin fee / account holder | $13,246 | $12,561+5.5% | $10,804+22.6% | $12,316+7.5% |