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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 | $160,028-1.5% | $147,080+7.1% | $145,884+8.0% |
| Participation rate | 36.8% | 84.0%-47.2pp | 82.2%-45.3pp | 80.3%-43.5pp |
| Annual return | 23.40% | 98.60%-75.2pp | 420.17%-396.8pp | 551.85%-528.4pp |
| Employer contribution / active EE | $2,533 | $5,286-52.1% | $4,933-48.7% | $4,662-45.7% |
| Participant deferral / active EE | $6,022 | $8,422-28.5% | $8,066-25.3% | $6,690-10.0% |
| Admin fee / account holder | $696 | $15,030-95.4% | $12,989-94.6% | $13,392-94.8% |