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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 | $154,582 | $154,754-0.1% | $124,206+24.5% | $138,895+11.3% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.6%-41.0pp | 79.9%-51.3pp |
| Annual return | 15.98% | 709.28%-693.3pp | 515.27%-499.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $698 | $4,446-84.3% | $3,540-80.3% | $4,194-83.4% |
| Participant deferral / active EE | $2,129 | $4,621-53.9% | $3,968-46.3% | $6,396-66.7% |
| Admin fee / account holder | $2,472 | $6,690-63.0% | $5,929-58.3% | $12,562-80.3% |