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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 | $153,698 | $166,131-7.5% | $164,975-6.8% | $145,877+5.4% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.6%-10.4pp | 80.3%-12.1pp |
| Annual return | 18.58% | 100.37%-81.8pp | 70.12%-51.5pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,778 | $5,276-66.3% | $4,343-59.1% | $4,663-61.9% |
| Participant deferral / active EE | $5,042 | $6,962-27.6% | $6,033-16.4% | $6,691-24.6% |
| Admin fee / account holder | $508 | $16,648-96.9% | $12,688-96.0% | $13,402-96.2% |