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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 | $141,843 | $149,040-4.8% | $120,225+18.0% | $137,256+3.3% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 13.23% | 605.68%-592.5pp | 439.23%-426.0pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,680 | $4,350-61.4% | $3,475-51.7% | $4,156-59.6% |
| Participant deferral / active EE | $1,998 | $4,655-57.1% | $3,999-50.0% | $6,407-68.8% |
| Admin fee / account holder | $12,094 | $6,348+90.5% | $5,696+112.3% | $12,270-1.4% |