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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 | $153,748 | $160,028-3.9% | $147,080+4.5% | $145,884+5.4% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | 12.91% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,217 | $5,286-77.0% | $4,933-75.3% | $4,662-73.9% |
| Participant deferral / active EE | $3,023 | $8,422-64.1% | $8,066-62.5% | $6,690-54.8% |
| Admin fee / account holder | $15,628 | $15,030+4.0% | $12,989+20.3% | $13,392+16.7% |