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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 | $171,457 | $209,425-18.1% | $178,499-3.9% | $158,966+7.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 18.38% | 188.80%-170.4pp | 151.10%-132.7pp | 302.95%-284.6pp |
| Employer contribution / active EE | $3,000 | $5,707-47.4% | $5,011-40.1% | $4,762-37.0% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $704 | $17,078-95.9% | $13,986-95.0% | $11,250-93.7% |