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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 | $155,964 | $160,040-2.5% | $147,096+6.0% | $145,877+6.9% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 11.24% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,699 | $5,289-67.9% | $4,936-65.6% | $4,663-63.6% |
| Participant deferral / active EE | $5,644 | $8,429-33.0% | $8,071-30.1% | $6,691-15.6% |
| Admin fee / account holder | $8,893 | $15,050-40.9% | $13,005-31.6% | $13,402-33.6% |