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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 | $161,355 | $165,399-2.4% | $149,745+7.8% | $158,982+1.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 39.59% | 348.34%-308.7pp | 276.72%-237.1pp | 302.99%-263.4pp |
| Employer contribution / active EE | $2,959 | $5,105-42.0% | $4,646-36.3% | $4,763-37.9% |
| Participant deferral / active EE | $6,508 | $7,183-9.4% | $6,843-4.9% | $5,983+8.8% |
| Admin fee / account holder | $1,691 | $10,811-84.4% | $9,312-81.8% | $11,252-85.0% |