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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 | $170,115 | $160,070+6.3% | $147,117+15.6% | $145,897+16.6% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.2pp |
| Annual return | 10.58% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,511 | $5,285-52.5% | $4,932-49.1% | $4,663-46.1% |
| Participant deferral / active EE | $5,811 | $8,419-31.0% | $8,065-27.9% | $6,689-13.1% |
| Admin fee / account holder | $37,863 | $15,035+151.8% | $12,993+191.4% | $13,390+182.8% |