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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 | $161,522 | $165,361-2.3% | $149,715+7.9% | $158,950+1.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 34.97% | 348.24%-313.3pp | 276.66%-241.7pp | 302.91%-267.9pp |
| Employer contribution / active EE | $1,741 | $5,103-65.9% | $4,645-62.5% | $4,762-63.4% |
| Participant deferral / active EE | $5,416 | $7,182-24.6% | $6,842-20.8% | $5,983-9.5% |
| Admin fee / account holder | $2,075 | $10,808-80.8% | $9,310-77.7% | $11,248-81.6% |