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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 | $153,229 | $166,131-7.8% | $164,975-7.1% | $145,877+5.0% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 8.83% | 100.37%-91.5pp | 70.12%-61.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,289 | $5,276-56.6% | $4,343-47.3% | $4,663-50.9% |
| Participant deferral / active EE | $5,219 | $6,962-25.0% | $6,033-13.5% | $6,691-22.0% |
| Admin fee / account holder | $9,789 | $16,648-41.2% | $12,688-22.9% | $13,402-27.0% |