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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 | $155,688 | $165,361-5.8% | $149,715+4.0% | $158,950-2.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.26% | 348.24%-335.0pp | 276.66%-263.4pp | 302.91%-289.6pp |
| Employer contribution / active EE | $10,000 | $5,103+95.9% | $4,645+115.3% | $4,762+110.0% |
| Participant deferral / active EE | $10,000 | $7,182+39.2% | $6,842+46.2% | $5,983+67.1% |
| Admin fee / account holder | $354 | $10,808-96.7% | $9,310-96.2% | $11,248-96.9% |