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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 | $177,113 | $209,422-15.4% | $178,503-0.8% | $158,982+11.4% |
| Participation rate | 64.7% | 86.4%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 7.40% | 188.81%-181.4pp | 151.12%-143.7pp | 302.99%-295.6pp |
| Employer contribution / active EE | $2,275 | $5,707-60.1% | $5,011-54.6% | $4,763-52.2% |
| Participant deferral / active EE | $4,580 | $5,955-23.1% | $5,202-12.0% | $5,983-23.4% |
| Admin fee / account holder | $70,842 | $17,079+314.8% | $13,987+406.5% | $11,252+529.6% |