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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 | $161,510 | $157,276+2.7% | $141,177+14.4% | $152,885+5.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 150.66% | 64.33%+86.3pp | 71.40%+79.3pp | 345.39%-194.7pp |
| Employer contribution / active EE | $1,000 | $5,262-81.0% | $4,736-78.9% | $4,763-79.0% |
| Participant deferral / active EE | $6,508 | $7,110-8.5% | $6,710-3.0% | $5,851+11.2% |
| Admin fee / account holder | $1,050 | $12,123-91.3% | $10,263-89.8% | $11,598-90.9% |