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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 | $149,268 | $157,304-5.1% | $141,197+5.7% | $152,909-2.4% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 22.90% | 64.34%-41.4pp | 71.41%-48.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $2,840 | $5,263-46.0% | $4,736-40.0% | $4,764-40.4% |
| Participant deferral / active EE | $8,295 | $7,111+16.7% | $6,710+23.6% | $5,851+41.8% |
| Admin fee / account holder | $3,229 | $12,126-73.4% | $10,265-68.5% | $11,601-72.2% |