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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 | $142,817 | $148,629-3.9% | $135,982+5.0% | $139,487+2.4% |
| Participation rate | 45.0% | 83.9%-38.9pp | 81.9%-36.9pp | 80.3%-35.3pp |
| Annual return | 19.73% | 79.33%-59.6pp | 68.32%-48.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $2,428 | $5,247-53.7% | $4,859-50.0% | $4,755-48.9% |
| Participant deferral / active EE | $5,042 | $8,102-37.8% | $7,760-35.0% | $6,713-24.9% |
| Admin fee / account holder | $482 | $12,406-96.1% | $10,767-95.5% | $11,407-95.8% |