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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 | $146,942 | $160,070-8.2% | $147,117-0.1% | $145,897+0.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.35% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,517 | $5,285-52.4% | $4,932-49.0% | $4,663-46.0% |
| Participant deferral / active EE | $3,220 | $8,419-61.8% | $8,065-60.1% | $6,689-51.9% |
| Admin fee / account holder | $14,689 | $15,035-2.3% | $12,993+13.1% | $13,390+9.7% |