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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 | $145,552 | $149,040-2.3% | $120,225+21.1% | $137,256+6.0% |
| Participation rate | 55.0% | 75.4%-20.4pp | 69.6%-14.6pp | 80.0%-25.0pp |
| Annual return | 16.45% | 605.68%-589.2pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,244 | $4,350-71.4% | $3,475-64.2% | $4,156-70.1% |
| Participant deferral / active EE | $4,151 | $4,655-10.8% | $3,999+3.8% | $6,407-35.2% |
| Admin fee / account holder | $2,713 | $6,348-57.3% | $5,696-52.4% | $12,270-77.9% |