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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 | $145,224 | $183,968-21.1% | $162,166-10.4% | $152,870-5.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 22.57% | 150.77%-128.2pp | 115.59%-93.0pp | 345.34%-322.8pp |
| Employer contribution / active EE | $2,231 | $6,371-65.0% | $5,614-60.3% | $4,763-53.2% |
| Participant deferral / active EE | $6,218 | $8,034-22.6% | $7,298-14.8% | $5,850+6.3% |
| Admin fee / account holder | $5,042 | $13,121-61.6% | $10,842-53.5% | $11,597-56.5% |