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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 | $156,558 | $159,934-2.1% | $147,005+6.5% | $145,959+7.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.49% | 98.24%-80.7pp | 418.76%-401.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,654 | $5,287-49.8% | $4,934-46.2% | $4,661-43.1% |
| Participant deferral / active EE | $4,021 | $8,427-52.3% | $8,070-50.2% | $6,689-39.9% |
| Admin fee / account holder | $2,319 | $15,053-84.6% | $13,006-82.2% | $13,398-82.7% |