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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 | $165,587 | $155,840+6.3% | $124,694+32.8% | $167,553-1.2% |
| Participation rate | 54.2% | 81.1%-26.9pp | 74.6%-20.5pp | 82.1%-27.9pp |
| Annual return | 9.46% | 17.98%-8.5pp | 5144.82%-5135.4pp | 478.89%-469.4pp |
| Employer contribution / active EE | $1,372 | $4,165-67.1% | $3,325-58.7% | $4,840-71.7% |
| Participant deferral / active EE | $2,585 | $5,675-54.5% | $4,615-44.0% | $6,343-59.2% |
| Admin fee / account holder | $5,041 | $9,536-47.1% | $7,495-32.7% | $12,316-59.1% |