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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 | $157,232 | $166,242-5.4% | $165,071-4.7% | $145,884+7.8% |
| Participation rate | 18.2% | 82.0%-63.8pp | 78.6%-60.4pp | 80.3%-62.1pp |
| Annual return | 10.80% | 100.44%-89.6pp | 70.17%-59.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,385 | $5,283-73.8% | $4,347-68.1% | $4,662-70.3% |
| Participant deferral / active EE | $3,455 | $6,964-50.4% | $6,035-42.8% | $6,690-48.4% |
| Admin fee / account holder | $1,917 | $16,658-88.5% | $12,695-84.9% | $13,392-85.7% |