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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 | $161,884 | $160,040+1.2% | $147,096+10.1% | $145,877+11.0% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 13.42% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.9pp |
| Employer contribution / active EE | $3,435 | $5,289-35.1% | $4,936-30.4% | $4,663-26.3% |
| Participant deferral / active EE | $5,997 | $8,429-28.9% | $8,071-25.7% | $6,691-10.4% |
| Admin fee / account holder | $2,957 | $15,050-80.3% | $13,005-77.3% | $13,402-77.9% |