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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 | $146,347 | $150,435-2.7% | $120,580+21.4% | $145,897+0.3% |
| Participation rate | 60.0% | 78.8%-18.8pp | 72.0%-12.0pp | 80.3%-20.3pp |
| Annual return | 19.22% | 154.60%-135.4pp | 107.48%-88.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $1,559 | $4,352-64.2% | $3,469-55.1% | $4,663-66.6% |
| Participant deferral / active EE | $5,748 | $6,174-6.9% | $4,995+15.1% | $6,689-14.1% |
| Admin fee / account holder | $758 | $12,182-93.8% | $9,418-92.0% | $13,390-94.3% |