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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 | $162,554 | $166,131-2.2% | $164,975-1.5% | $145,877+11.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 17.47% | 100.37%-82.9pp | 70.12%-52.6pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,844 | $5,276-46.1% | $4,343-34.5% | $4,663-39.0% |
| Participant deferral / active EE | $6,490 | $6,962-6.8% | $6,033+7.6% | $6,691-3.0% |
| Admin fee / account holder | $1,181 | $16,648-92.9% | $12,688-90.7% | $13,402-91.2% |