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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 | $167,345 | $176,077-5.0% | $159,455+4.9% | $167,518-0.1% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 13.79% | 331.83%-318.0pp | 263.63%-249.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $2,851 | $5,298-46.2% | $4,830-41.0% | $4,838-41.1% |
| Participant deferral / active EE | $8,176 | $7,751+5.5% | $7,353+11.2% | $6,342+28.9% |
| Admin fee / account holder | $3,808 | $12,556-69.7% | $10,800-64.7% | $12,312-69.1% |