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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 | $134,437 | $152,612-11.9% | $125,192+7.4% | $152,897-12.1% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 23.90% | 54.85%-30.9pp | 43.79%-19.9pp | 345.43%-321.5pp |
| Employer contribution / active EE | $2,605 | $4,947-47.3% | $3,866-32.6% | $4,764-45.3% |
| Participant deferral / active EE | $9,012 | $5,868+53.6% | $4,937+82.5% | $5,851+54.0% |
| Admin fee / account holder | $4,092 | $13,437-69.5% | $9,704-57.8% | $11,599-64.7% |