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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 | $182,558 | $183,539-0.5% | $155,556+17.4% | $145,897+25.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 16.33% | 61.31%-45.0pp | 64.84%-48.5pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,983 | $5,315-62.7% | $4,675-57.6% | $4,663-57.5% |
| Participant deferral / active EE | $8,115 | $6,467+25.5% | $5,631+44.1% | $6,689+21.3% |
| Admin fee / account holder | $5,103 | $19,275-73.5% | $15,885-67.9% | $13,390-61.9% |