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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 | $161,831 | $135,645+19.3% | $110,243+46.8% | $135,380+19.5% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.8%-39.8pp | 82.6%-42.6pp |
| Annual return | 26.96% | 513.24%-486.3pp | 314.76%-287.8pp | 519.81%-492.8pp |
| Employer contribution / active EE | $1,194 | $4,907-75.7% | $3,827-68.8% | $4,779-75.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,013 | $11,458-56.2% | $8,548-41.4% | $10,828-53.7% |