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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 | $156,363 | $166,242-5.9% | $165,071-5.3% | $145,884+7.2% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.1pp | 80.3%-51.7pp |
| Annual return | 13.54% | 100.44%-86.9pp | 70.17%-56.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,323 | $5,283-75.0% | $4,347-69.6% | $4,662-71.6% |
| Participant deferral / active EE | $6,357 | $6,964-8.7% | $6,035+5.3% | $6,690-5.0% |
| Admin fee / account holder | $362 | $16,658-97.8% | $12,695-97.1% | $13,392-97.3% |