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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 | $141,027 | $152,612-7.6% | $125,192+12.6% | $152,897-7.8% |
| Participation rate | 56.5% | 83.3%-26.8pp | 79.8%-23.3pp | 82.5%-25.9pp |
| Annual return | 24.58% | 54.85%-30.3pp | 43.79%-19.2pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,338 | $4,947-73.0% | $3,866-65.4% | $4,764-71.9% |
| Participant deferral / active EE | $3,360 | $5,868-42.7% | $4,937-31.9% | $5,851-42.6% |
| Admin fee / account holder | $2,913 | $13,437-78.3% | $9,704-70.0% | $11,599-74.9% |