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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 | $160,040-4.4% | $147,096+4.0% | $145,877+4.8% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 12.05% | 98.49%-86.4pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,274 | $5,289-75.9% | $4,936-74.2% | $4,663-72.7% |
| Participant deferral / active EE | $4,797 | $8,429-43.1% | $8,071-40.6% | $6,691-28.3% |
| Admin fee / account holder | $2,717 | $15,050-81.9% | $13,005-79.1% | $13,402-79.7% |