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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 | $166,767 | $160,028+4.2% | $147,080+13.4% | $145,884+14.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 18.84% | 98.60%-79.8pp | 420.17%-401.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $2,977 | $5,286-43.7% | $4,933-39.7% | $4,662-36.1% |
| Participant deferral / active EE | $6,882 | $8,422-18.3% | $8,066-14.7% | $6,690+2.9% |
| Admin fee / account holder | $6,588 | $15,030-56.2% | $12,989-49.3% | $13,392-50.8% |