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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 | $135,561 | $154,754-12.4% | $124,206+9.1% | $138,895-2.4% |
| Participation rate | 63.6% | 75.5%-11.8pp | 69.6%-5.9pp | 79.9%-16.3pp |
| Annual return | 12.03% | 709.28%-697.3pp | 515.27%-503.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,404 | $4,446-68.4% | $3,540-60.3% | $4,194-66.5% |
| Participant deferral / active EE | $2,176 | $4,621-52.9% | $3,968-45.2% | $6,396-66.0% |
| Admin fee / account holder | $3,171 | $6,690-52.6% | $5,929-46.5% | $12,562-74.8% |