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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 | $135,872 | $138,075-1.6% | $123,552+10.0% | $135,379+0.4% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | 1.72% | 153.70%-152.0pp | 119.20%-117.5pp | 519.79%-518.1pp |
| Employer contribution / active EE | $3,228 | $5,152-37.3% | $4,628-30.3% | $4,779-32.5% |
| Participant deferral / active EE | $5,854 | $6,800-13.9% | $6,426-8.9% | $5,609+4.4% |
| Admin fee / account holder | $5,835 | $10,917-46.5% | $9,285-37.2% | $10,828-46.1% |