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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 | $152,606 | $160,028-4.6% | $147,080+3.8% | $145,884+4.6% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 12.80% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,046 | $5,286-80.2% | $4,933-78.8% | $4,662-77.6% |
| Participant deferral / active EE | $5,476 | $8,422-35.0% | $8,066-32.1% | $6,690-18.1% |
| Admin fee / account holder | $51,683 | $15,030+243.9% | $12,989+297.9% | $13,392+285.9% |