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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 | $157,932 | $160,040-1.3% | $147,096+7.4% | $145,877+8.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.32% | 98.49%-82.2pp | 419.75%-403.4pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,422 | $5,289-73.1% | $4,936-71.2% | $4,663-69.5% |
| Participant deferral / active EE | $4,816 | $8,429-42.9% | $8,071-40.3% | $6,691-28.0% |
| Admin fee / account holder | $678 | $15,050-95.5% | $13,005-94.8% | $13,402-94.9% |