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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 | $80,868 | $159,978-49.5% | $147,041-45.0% | $145,978-44.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 32.05% | 98.36%-66.3pp | 419.21%-387.2pp | 550.52%-518.5pp |
| Employer contribution / active EE | $2,085 | $5,288-60.6% | $4,935-57.7% | $4,662-55.3% |
| Participant deferral / active EE | $16,583 | $8,429+96.7% | $8,071+105.5% | $6,690+147.9% |
| Admin fee / account holder | $330 | $15,053-97.8% | $13,006-97.5% | $13,400-97.5% |