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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 | $146,855 | $165,399-11.2% | $149,745-1.9% | $158,982-7.6% |
| Participation rate | 55.0% | 84.6%-29.6pp | 82.5%-27.5pp | 82.0%-27.0pp |
| Annual return | 32.35% | 348.34%-316.0pp | 276.72%-244.4pp | 302.99%-270.6pp |
| Employer contribution / active EE | $1,541 | $5,105-69.8% | $4,646-66.8% | $4,763-67.6% |
| Participant deferral / active EE | $4,530 | $7,183-36.9% | $6,843-33.8% | $5,983-24.3% |
| Admin fee / account holder | $10,469 | $10,811-3.2% | $9,312+12.4% | $11,252-7.0% |