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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 | $159,934-1.3% | $147,005+7.4% | $145,959+8.2% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 21.79% | 98.24%-76.5pp | 418.76%-397.0pp | 561.95%-540.2pp |
| Employer contribution / active EE | $1,629 | $5,287-69.2% | $4,934-67.0% | $4,661-65.1% |
| Participant deferral / active EE | $5,853 | $8,427-30.5% | $8,070-27.5% | $6,689-12.5% |
| Admin fee / account holder | $2,313 | $15,053-84.6% | $13,006-82.2% | $13,398-82.7% |