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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 | $140,639 | $157,296-10.6% | $141,191-0.4% | $152,897-8.0% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 24.08% | 64.34%-40.3pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,354 | $5,262-74.3% | $4,736-71.4% | $4,764-71.6% |
| Participant deferral / active EE | $2,889 | $7,111-59.4% | $6,710-56.9% | $5,851-50.6% |
| Admin fee / account holder | $14,002 | $12,125+15.5% | $10,264+36.4% | $11,599+20.7% |