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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 | $113,238 | $160,040-29.2% | $147,096-23.0% | $145,877-22.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.32% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,033 | $5,289-42.7% | $4,936-38.5% | $4,663-35.0% |
| Participant deferral / active EE | $8,151 | $8,429-3.3% | $8,071+1.0% | $6,691+21.8% |
| Admin fee / account holder | $576 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |