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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 | $136,047 | $150,412-9.6% | $120,574+12.8% | $145,884-6.7% |
| Participation rate | 44.4% | 78.8%-34.3pp | 71.9%-27.5pp | 80.3%-35.9pp |
| Annual return | 22.45% | 154.50%-132.1pp | 107.42%-85.0pp | 551.85%-529.4pp |
| Employer contribution / active EE | $1,017 | $4,355-76.6% | $3,471-70.7% | $4,662-78.2% |
| Participant deferral / active EE | $3,186 | $6,175-48.4% | $4,996-36.2% | $6,690-52.4% |
| Admin fee / account holder | $603 | $12,224-95.1% | $9,445-93.6% | $13,392-95.5% |