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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 | $147,992 | $160,070-7.5% | $147,117+0.6% | $145,897+1.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.96% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,980 | $5,285-62.5% | $4,932-59.9% | $4,663-57.5% |
| Participant deferral / active EE | $12,090 | $8,419+43.6% | $8,065+49.9% | $6,689+80.7% |
| Admin fee / account holder | $961 | $15,035-93.6% | $12,993-92.6% | $13,390-92.8% |