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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 | $169,822 | $184,000-7.7% | $162,185+4.7% | $152,909+11.1% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.5%-18.8pp |
| Annual return | 21.95% | 150.80%-128.8pp | 115.61%-93.7pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,947 | $6,370-69.4% | $5,613-65.3% | $4,764-59.1% |
| Participant deferral / active EE | $4,945 | $8,033-38.4% | $7,297-32.2% | $5,851-15.5% |
| Admin fee / account holder | $1,154 | $13,124-91.2% | $10,844-89.4% | $11,601-90.1% |