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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 | $150,349 | $160,028-6.0% | $147,080+2.2% | $145,884+3.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.66% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,040 | $5,286-80.3% | $4,933-78.9% | $4,662-77.7% |
| Participant deferral / active EE | $6,025 | $8,422-28.5% | $8,066-25.3% | $6,690-9.9% |
| Admin fee / account holder | $1,482 | $15,030-90.1% | $12,989-88.6% | $13,392-88.9% |