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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 | $151,546 | $160,028-5.3% | $147,080+3.0% | $145,884+3.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 13.60% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $3,737 | $5,286-29.3% | $4,933-24.3% | $4,662-19.8% |
| Participant deferral / active EE | $7,341 | $8,422-12.8% | $8,066-9.0% | $6,690+9.7% |
| Admin fee / account holder | $2,125 | $15,030-85.9% | $12,989-83.6% | $13,392-84.1% |