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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 | $172,830 | $160,040+8.0% | $147,096+17.5% | $145,877+18.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.78% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,894 | $5,289-64.2% | $4,936-61.6% | $4,663-59.4% |
| Participant deferral / active EE | $9,389 | $8,429+11.4% | $8,071+16.3% | $6,691+40.3% |
| Admin fee / account holder | $2,322 | $15,050-84.6% | $13,005-82.1% | $13,402-82.7% |