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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 | $160,040-2.2% | $147,096+6.4% | $145,877+7.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.49% | 98.49%-81.0pp | 419.75%-402.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,654 | $5,289-49.8% | $4,936-46.2% | $4,663-43.1% |
| Participant deferral / active EE | $4,021 | $8,429-52.3% | $8,071-50.2% | $6,691-39.9% |
| Admin fee / account holder | $2,319 | $15,050-84.6% | $13,005-82.2% | $13,402-82.7% |