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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 | $140,194 | $157,304-10.9% | $141,197-0.7% | $152,909-8.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.02% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $2,432 | $5,263-53.8% | $4,736-48.7% | $4,764-48.9% |
| Participant deferral / active EE | $3,040 | $7,111-57.2% | $6,710-54.7% | $5,851-48.0% |
| Admin fee / account holder | $556 | $12,126-95.4% | $10,265-94.6% | $11,601-95.2% |