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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 | $190,176 | $208,088-8.6% | $186,193+2.1% | $154,746+22.9% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 11.08% | 89.97%-78.9pp | 78.03%-67.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $3,928 | $4,340-9.5% | $3,918+0.2% | $4,379-10.3% |
| Participant deferral / active EE | $7,911 | $7,078+11.8% | $6,513+21.5% | $6,730+17.5% |
| Admin fee / account holder | $38,739 | $11,698+231.2% | $11,058+250.3% | $14,365+169.7% |