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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 | $138,739 | $157,296-11.8% | $141,191-1.7% | $152,897-9.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 28.66% | 64.34%-35.7pp | 71.41%-42.7pp | 345.43%-316.8pp |
| Employer contribution / active EE | $2,072 | $5,262-60.6% | $4,736-56.2% | $4,764-56.5% |
| Participant deferral / active EE | $9,023 | $7,111+26.9% | $6,710+34.5% | $5,851+54.2% |
| Admin fee / account holder | $1,354 | $12,125-88.8% | $10,264-86.8% | $11,599-88.3% |