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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 | $164,304 | $160,070+2.6% | $147,117+11.7% | $145,897+12.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.18% | 98.69%-78.5pp | 420.54%-400.4pp | 552.29%-532.1pp |
| Employer contribution / active EE | $3,272 | $5,285-38.1% | $4,932-33.7% | $4,663-29.8% |
| Participant deferral / active EE | $10,465 | $8,419+24.3% | $8,065+29.8% | $6,689+56.4% |
| Admin fee / account holder | $625 | $15,035-95.8% | $12,993-95.2% | $13,390-95.3% |