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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 | $146,961 | $159,978-8.1% | $147,041-0.1% | $145,978+0.7% |
| Participation rate | 54.2% | 84.0%-29.8pp | 82.2%-28.0pp | 80.3%-26.1pp |
| Annual return | 41.36% | 98.36%-57.0pp | 419.21%-377.8pp | 550.52%-509.2pp |
| Employer contribution / active EE | $1,729 | $5,288-67.3% | $4,935-65.0% | $4,662-62.9% |
| Participant deferral / active EE | $4,079 | $8,429-51.6% | $8,071-49.5% | $6,690-39.0% |
| Admin fee / account holder | $1,043 | $15,053-93.1% | $13,006-92.0% | $13,400-92.2% |