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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 | $148,621 | $175,231-15.2% | $149,696-0.7% | $139,466+6.6% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 14.73% | 166.77%-152.0pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,950 | $5,478-64.4% | $4,821-59.5% | $4,754-59.0% |
| Participant deferral / active EE | $4,874 | $6,521-25.3% | $5,682-14.2% | $6,712-27.4% |
| Admin fee / account holder | $1,257 | $16,155-92.2% | $13,212-90.5% | $11,409-89.0% |