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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 | $156,435 | $166,242-5.9% | $165,071-5.2% | $145,884+7.2% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 12.23% | 100.44%-88.2pp | 70.17%-57.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,722 | $5,283-48.5% | $4,347-37.4% | $4,662-41.6% |
| Participant deferral / active EE | $3,650 | $6,964-47.6% | $6,035-39.5% | $6,690-45.4% |
| Admin fee / account holder | $13,824 | $16,658-17.0% | $12,695+8.9% | $13,392+3.2% |