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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 | $149,610 | $159,934-6.5% | $147,005+1.8% | $145,959+2.5% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 11.86% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,425 | $5,287-73.0% | $4,934-71.1% | $4,661-69.4% |
| Participant deferral / active EE | $6,870 | $8,427-18.5% | $8,070-14.9% | $6,689+2.7% |
| Admin fee / account holder | $2,786 | $15,053-81.5% | $13,006-78.6% | $13,398-79.2% |