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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 | $145,372 | $171,492-15.2% | $150,734-3.6% | $198,609-26.8% |
| Participation rate | 53.8% | 81.4%-27.6pp | 78.4%-24.6pp | 82.4%-28.5pp |
| Annual return | 19.36% | 804.70%-785.3pp | 600.81%-581.4pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,688 | $5,470-69.1% | $4,918-65.7% | $5,055-66.6% |
| Participant deferral / active EE | $8,686 | $6,259+38.8% | $5,610+54.8% | $6,977+24.5% |
| Admin fee / account holder | $17,586 | $17,628-0.2% | $14,905+18.0% | $19,030-7.6% |