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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 | $159,934-5.2% | $147,005+3.1% | $145,959+3.8% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 13.60% | 98.24%-84.6pp | 418.76%-405.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $3,737 | $5,287-29.3% | $4,934-24.3% | $4,661-19.8% |
| Participant deferral / active EE | $7,341 | $8,427-12.9% | $8,070-9.0% | $6,689+9.8% |
| Admin fee / account holder | $2,125 | $15,053-85.9% | $13,006-83.7% | $13,398-84.1% |