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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 | $155,003 | $166,131-6.7% | $164,975-6.0% | $145,877+6.3% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 11.52% | 100.37%-88.8pp | 70.12%-58.6pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,365 | $5,276-74.1% | $4,343-68.6% | $4,663-70.7% |
| Participant deferral / active EE | $2,927 | $6,962-58.0% | $6,033-51.5% | $6,691-56.2% |
| Admin fee / account holder | $304 | $16,648-98.2% | $12,688-97.6% | $13,402-97.7% |