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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 | $145,551 | $157,296-7.5% | $141,191+3.1% | $152,897-4.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.89% | 64.34%-43.4pp | 71.41%-50.5pp | 345.43%-324.5pp |
| Employer contribution / active EE | $2,141 | $5,262-59.3% | $4,736-54.8% | $4,764-55.1% |
| Participant deferral / active EE | $11,230 | $7,111+57.9% | $6,710+67.4% | $5,851+91.9% |
| Admin fee / account holder | $4,115 | $12,125-66.1% | $10,264-59.9% | $11,599-64.5% |