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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 | $177,482 | $217,432-18.4% | $185,849-4.5% | $167,536+5.9% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 22.24% | 148.42%-126.2pp | 122.10%-99.9pp | 478.82%-456.6pp |
| Employer contribution / active EE | $10,875 | $5,875+85.1% | $5,169+110.4% | $4,839+124.7% |
| Participant deferral / active EE | $21,000 | $6,357+230.3% | $5,569+277.1% | $6,342+231.1% |
| Admin fee / account holder | $408 | $19,818-97.9% | $16,244-97.5% | $12,315-96.7% |