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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 | $160,040+4.2% | $147,096+13.4% | $145,877+14.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 18.84% | 98.49%-79.7pp | 419.75%-400.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,977 | $5,289-43.7% | $4,936-39.7% | $4,663-36.2% |
| Participant deferral / active EE | $6,882 | $8,429-18.3% | $8,071-14.7% | $6,691+2.9% |
| Admin fee / account holder | $6,588 | $15,050-56.2% | $13,005-49.3% | $13,402-50.8% |