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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 | $176,981 | $209,422-15.5% | $178,503-0.9% | $158,982+11.3% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 12.90% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,769 | $5,707-69.0% | $5,011-64.7% | $4,763-62.9% |
| Participant deferral / active EE | $3,892 | $5,955-34.6% | $5,202-25.2% | $5,983-35.0% |
| Admin fee / account holder | $2,332 | $17,079-86.3% | $13,987-83.3% | $11,252-79.3% |