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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 | $148,861 | $169,237-12.0% | $129,339+15.1% | $145,978+2.0% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.6%-17.3pp | 80.3%-27.9pp |
| Annual return | 18.67% | 14364.43%-14345.8pp | 9437.05%-9418.4pp | 550.52%-531.8pp |
| Employer contribution / active EE | $1,571 | $5,540-71.6% | $4,154-62.2% | $4,662-66.3% |
| Participant deferral / active EE | $3,743 | $4,991-25.0% | $4,170-10.2% | $6,690-44.1% |
| Admin fee / account holder | $874 | $9,882-91.2% | $7,668-88.6% | $13,400-93.5% |