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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 | $136,757 | $148,623-8.0% | $135,974+0.6% | $139,466-1.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.98% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $3,000 | $5,246-42.8% | $4,859-38.3% | $4,754-36.9% |
| Participant deferral / active EE | $10,975 | $8,103+35.4% | $7,760+41.4% | $6,712+63.5% |
| Admin fee / account holder | $7,050 | $12,406-43.2% | $10,767-34.5% | $11,409-38.2% |