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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 | $157,725 | $160,070-1.5% | $147,117+7.2% | $145,897+8.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.79% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,579 | $5,285-70.1% | $4,932-68.0% | $4,663-66.1% |
| Participant deferral / active EE | $6,781 | $8,419-19.5% | $8,065-15.9% | $6,689+1.4% |
| Admin fee / account holder | $9,041 | $15,035-39.9% | $12,993-30.4% | $13,390-32.5% |