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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 | $158,058 | $160,070-1.3% | $147,117+7.4% | $145,897+8.3% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 13.40% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,648 | $5,285-68.8% | $4,932-66.6% | $4,663-64.7% |
| Participant deferral / active EE | $7,986 | $8,419-5.1% | $8,065-1.0% | $6,689+19.4% |
| Admin fee / account holder | $854 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |