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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 | $176,056 | $209,425-15.9% | $178,499-1.4% | $158,966+10.8% |
| Participation rate | 52.4% | 86.4%-34.0pp | 81.9%-29.5pp | 82.0%-29.6pp |
| Annual return | 13.90% | 188.80%-174.9pp | 151.10%-137.2pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,375 | $5,707-75.9% | $5,011-72.6% | $4,762-71.1% |
| Participant deferral / active EE | $4,492 | $5,955-24.6% | $5,202-13.7% | $5,983-24.9% |
| Admin fee / account holder | $2,899 | $17,078-83.0% | $13,986-79.3% | $11,250-74.2% |