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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 | $127,634 | $160,028-20.2% | $147,080-13.2% | $145,884-12.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 25.96% | 98.60%-72.6pp | 420.17%-394.2pp | 551.85%-525.9pp |
| Employer contribution / active EE | $14,500 | $5,286+174.3% | $4,933+193.9% | $4,662+211.0% |
| Participant deferral / active EE | $10,000 | $8,422+18.7% | $8,066+24.0% | $6,690+49.5% |
| Admin fee / account holder | $1,612 | $15,030-89.3% | $12,989-87.6% | $13,392-88.0% |