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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 | $153,456 | $183,592-16.4% | $155,574-1.4% | $145,877+5.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.75% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,349 | $5,317-74.6% | $4,676-71.2% | $4,663-71.1% |
| Participant deferral / active EE | $11,213 | $6,466+73.4% | $5,629+99.2% | $6,691+67.6% |
| Admin fee / account holder | $620 | $19,316-96.8% | $15,914-96.1% | $13,402-95.4% |