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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 | $159,978-4.6% | $147,041+3.8% | $145,978+4.5% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 12.80% | 98.36%-85.6pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,046 | $5,288-80.2% | $4,935-78.8% | $4,662-77.6% |
| Participant deferral / active EE | $5,476 | $8,429-35.0% | $8,071-32.1% | $6,690-18.1% |
| Admin fee / account holder | $51,683 | $15,053+243.3% | $13,006+297.4% | $13,400+285.7% |