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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 | $156,620 | $160,040-2.1% | $147,096+6.5% | $145,877+7.4% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 18.90% | 98.49%-79.6pp | 419.75%-400.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,151 | $5,289-59.3% | $4,936-56.4% | $4,663-53.9% |
| Participant deferral / active EE | $6,778 | $8,429-19.6% | $8,071-16.0% | $6,691+1.3% |
| Admin fee / account holder | $3,112 | $15,050-79.3% | $13,005-76.1% | $13,402-76.8% |