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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 | $168,954 | $160,070+5.5% | $147,117+14.8% | $145,897+15.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 20.35% | 98.69%-78.3pp | 420.54%-400.2pp | 552.29%-531.9pp |
| Employer contribution / active EE | $1,663 | $5,285-68.5% | $4,932-66.3% | $4,663-64.3% |
| Participant deferral / active EE | $7,044 | $8,419-16.3% | $8,065-12.7% | $6,689+5.3% |
| Admin fee / account holder | $4,511 | $15,035-70.0% | $12,993-65.3% | $13,390-66.3% |