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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 | $139,216 | $156,398-11.0% | $147,318-5.5% | $138,895+0.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 344.78% | 78.75%+266.0pp | 70.43%+274.3pp | 145.39%+199.4pp |
| Employer contribution / active EE | $2,680 | $4,853-44.8% | $4,593-41.6% | $4,194-36.1% |
| Participant deferral / active EE | $6,503 | $8,237-21.1% | $7,906-17.7% | $6,396+1.7% |
| Admin fee / account holder | $402 | $14,976-97.3% | $13,708-97.1% | $12,562-96.8% |