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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 | $175,579 | $160,028+9.7% | $147,080+19.4% | $145,884+20.4% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 16.04% | 98.60%-82.6pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,533 | $5,286-71.0% | $4,933-68.9% | $4,662-67.1% |
| Participant deferral / active EE | $3,245 | $8,422-61.5% | $8,066-59.8% | $6,690-51.5% |
| Admin fee / account holder | $15,096 | $15,030+0.4% | $12,989+16.2% | $13,392+12.7% |