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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 | $150,257 | $175,257-14.3% | $149,717+0.4% | $139,456+7.7% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 13.78% | 166.70%-152.9pp | 134.41%-120.6pp | 373.45%-359.7pp |
| Employer contribution / active EE | $1,855 | $5,477-66.1% | $4,820-61.5% | $4,753-61.0% |
| Participant deferral / active EE | $6,123 | $6,521-6.1% | $5,682+7.8% | $6,711-8.8% |
| Admin fee / account holder | $7,104 | $16,156-56.0% | $13,213-46.2% | $11,407-37.7% |