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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 | $174,663 | $160,028+9.1% | $147,080+18.8% | $145,884+19.7% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 10.12% | 98.60%-88.5pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,595 | $5,286-69.8% | $4,933-67.7% | $4,662-65.8% |
| Participant deferral / active EE | $5,289 | $8,422-37.2% | $8,066-34.4% | $6,690-20.9% |
| Admin fee / account holder | $969 | $15,030-93.6% | $12,989-92.5% | $13,392-92.8% |