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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 | $181,154 | $209,428-13.5% | $178,498+1.5% | $158,950+14.0% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 36.88% | 188.78%-151.9pp | 151.09%-114.2pp | 302.91%-266.0pp |
| Employer contribution / active EE | $1,355 | $5,707-76.3% | $5,011-73.0% | $4,762-71.5% |
| Participant deferral / active EE | $7,100 | $5,955+19.2% | $5,202+36.5% | $5,983+18.7% |
| Admin fee / account holder | $6,061 | $17,077-64.5% | $13,985-56.7% | $11,248-46.1% |