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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 | $146,352 | $154,754-5.4% | $124,206+17.8% | $138,895+5.4% |
| Participation rate | 47.8% | 75.5%-27.6pp | 69.6%-21.8pp | 79.9%-32.1pp |
| Annual return | 15.78% | 709.28%-693.5pp | 515.27%-499.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $279 | $4,446-93.7% | $3,540-92.1% | $4,194-93.3% |
| Participant deferral / active EE | $2,572 | $4,621-44.3% | $3,968-35.2% | $6,396-59.8% |
| Admin fee / account holder | $644 | $6,690-90.4% | $5,929-89.1% | $12,562-94.9% |