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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 | $143,079 | $166,131-13.9% | $164,975-13.3% | $145,877-1.9% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.6%-15.5pp | 80.3%-17.1pp |
| Annual return | 18.28% | 100.37%-82.1pp | 70.12%-51.8pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,016 | $5,276-61.8% | $4,343-53.6% | $4,663-56.8% |
| Participant deferral / active EE | $2,111 | $6,962-69.7% | $6,033-65.0% | $6,691-68.5% |
| Admin fee / account holder | $3,232 | $16,648-80.6% | $12,688-74.5% | $13,402-75.9% |