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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 | $160,594 | $90,691+77.1% | $76,119+111.0% | $145,884+10.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 9.71% | 624.52%-614.8pp | 361.25%-351.5pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,501 | $3,329-54.9% | $2,693-44.3% | $4,662-67.8% |
| Participant deferral / active EE | $5,871 | $5,167+13.6% | $4,259+37.8% | $6,690-12.2% |
| Admin fee / account holder | $2,011 | $8,383-76.0% | $6,421-68.7% | $13,392-85.0% |