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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 | $176,760 | $166,242+6.3% | $165,071+7.1% | $145,884+21.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 8.99% | 100.44%-91.5pp | 70.17%-61.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,420 | $5,283-73.1% | $4,347-67.3% | $4,662-69.6% |
| Participant deferral / active EE | $4,518 | $6,964-35.1% | $6,035-25.1% | $6,690-32.5% |
| Admin fee / account holder | $3,525 | $16,658-78.8% | $12,695-72.2% | $13,392-73.7% |