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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 | $152,922 | $160,070-4.5% | $147,117+3.9% | $145,897+4.8% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 12.05% | 98.69%-86.6pp | 420.54%-408.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,274 | $5,285-75.9% | $4,932-74.2% | $4,663-72.7% |
| Participant deferral / active EE | $4,797 | $8,419-43.0% | $8,065-40.5% | $6,689-28.3% |
| Admin fee / account holder | $2,717 | $15,035-81.9% | $12,993-79.1% | $13,390-79.7% |