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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 | $140,786 | $152,612-7.7% | $125,192+12.5% | $152,897-7.9% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 22.06% | 54.85%-32.8pp | 43.79%-21.7pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,787 | $4,947-63.9% | $3,866-53.8% | $4,764-62.5% |
| Participant deferral / active EE | $4,314 | $5,868-26.5% | $4,937-12.6% | $5,851-26.3% |
| Admin fee / account holder | $14,832 | $13,437+10.4% | $9,704+52.9% | $11,599+27.9% |