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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 | $150,003 | $157,304-4.6% | $141,197+6.2% | $152,909-1.9% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 22.69% | 64.34%-41.7pp | 71.41%-48.7pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,492 | $5,263-52.7% | $4,736-47.4% | $4,764-47.7% |
| Participant deferral / active EE | $4,539 | $7,111-36.2% | $6,710-32.4% | $5,851-22.4% |
| Admin fee / account holder | $4,745 | $12,126-60.9% | $10,265-53.8% | $11,601-59.1% |