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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 | $157,864 | $160,028-1.4% | $147,080+7.3% | $145,884+8.2% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 21.79% | 98.60%-76.8pp | 420.17%-398.4pp | 551.85%-530.1pp |
| Employer contribution / active EE | $1,629 | $5,286-69.2% | $4,933-67.0% | $4,662-65.1% |
| Participant deferral / active EE | $5,853 | $8,422-30.5% | $8,066-27.4% | $6,690-12.5% |
| Admin fee / account holder | $2,313 | $15,030-84.6% | $12,989-82.2% | $13,392-82.7% |