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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 | $165,020 | $160,028+3.1% | $147,080+12.2% | $145,884+13.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.86% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,353 | $5,286-55.5% | $4,933-52.3% | $4,662-49.5% |
| Participant deferral / active EE | $8,321 | $8,422-1.2% | $8,066+3.2% | $6,690+24.4% |
| Admin fee / account holder | $1,124 | $15,030-92.5% | $12,989-91.3% | $13,392-91.6% |