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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 | $153,578 | $160,070-4.1% | $147,117+4.4% | $145,897+5.3% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 249.93% | 98.69%+151.2pp | 420.54%-170.6pp | 552.29%-302.4pp |
| Employer contribution / active EE | $1,508 | $5,285-71.5% | $4,932-69.4% | $4,663-67.6% |
| Participant deferral / active EE | $3,416 | $8,419-59.4% | $8,065-57.6% | $6,689-48.9% |
| Admin fee / account holder | $12,588 | $15,035-16.3% | $12,993-3.1% | $13,390-6.0% |