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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 | $153,020 | $159,978-4.3% | $147,041+4.1% | $145,978+4.8% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 20.00% | 98.36%-78.4pp | 419.21%-399.2pp | 550.52%-530.5pp |
| Employer contribution / active EE | $2,212 | $5,288-58.2% | $4,935-55.2% | $4,662-52.5% |
| Participant deferral / active EE | $10,093 | $8,429+19.7% | $8,071+25.1% | $6,690+50.9% |
| Admin fee / account holder | $3,393 | $15,053-77.5% | $13,006-73.9% | $13,400-74.7% |