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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 | $159,934-4.4% | $147,005+4.0% | $145,959+4.8% |
| Participation rate | 43.8% | 84.0%-40.2pp | 82.2%-38.4pp | 80.3%-36.5pp |
| Annual return | 12.05% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,274 | $5,287-75.9% | $4,934-74.2% | $4,661-72.7% |
| Participant deferral / active EE | $4,797 | $8,427-43.1% | $8,070-40.6% | $6,689-28.3% |
| Admin fee / account holder | $2,717 | $15,053-82.0% | $13,006-79.1% | $13,398-79.7% |