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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 | $166,095 | $209,428-20.7% | $178,498-6.9% | $158,950+4.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.43% | 188.78%-174.4pp | 151.09%-136.7pp | 302.91%-288.5pp |
| Employer contribution / active EE | $2,828 | $5,707-50.5% | $5,011-43.6% | $4,762-40.6% |
| Participant deferral / active EE | $6,718 | $5,955+12.8% | $5,202+29.1% | $5,983+12.3% |
| Admin fee / account holder | $1,179 | $17,077-93.1% | $13,985-91.6% | $11,248-89.5% |