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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 | $157,585 | $159,934-1.5% | $147,005+7.2% | $145,959+8.0% |
| Participation rate | 36.8% | 84.0%-47.2pp | 82.2%-45.3pp | 80.3%-43.4pp |
| Annual return | 23.40% | 98.24%-74.8pp | 418.76%-395.4pp | 561.95%-538.5pp |
| Employer contribution / active EE | $2,533 | $5,287-52.1% | $4,934-48.7% | $4,661-45.7% |
| Participant deferral / active EE | $6,022 | $8,427-28.5% | $8,070-25.4% | $6,689-10.0% |
| Admin fee / account holder | $696 | $15,053-95.4% | $13,006-94.7% | $13,398-94.8% |