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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 | $139,708 | $154,754-9.7% | $124,206+12.5% | $138,895+0.6% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.6%-36.2pp | 79.9%-46.6pp |
| Annual return | 13.03% | 709.28%-696.2pp | 515.27%-502.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,757 | $4,446-60.5% | $3,540-50.4% | $4,194-58.1% |
| Participant deferral / active EE | $2,867 | $4,621-37.9% | $3,968-27.7% | $6,396-55.2% |
| Admin fee / account holder | $1,363 | $6,690-79.6% | $5,929-77.0% | $12,562-89.2% |