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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 | $151,404 | $107,363+41.0% | $92,909+63.0% | $152,897-1.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 20.35% | 145.63%-125.3pp | 109.44%-89.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,549 | $4,222-63.3% | $3,653-57.6% | $4,764-67.5% |
| Participant deferral / active EE | $3,047 | $4,848-37.1% | $4,238-28.1% | $5,851-47.9% |
| Admin fee / account holder | $519 | $7,082-92.7% | $5,795-91.0% | $11,599-95.5% |