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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 | $142,802 | $183,539-22.2% | $155,556-8.2% | $145,897-2.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.23% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,324 | $5,315-75.1% | $4,675-71.7% | $4,663-71.6% |
| Participant deferral / active EE | $35,233 | $6,467+444.8% | $5,631+525.7% | $6,689+426.7% |
| Admin fee / account holder | $1,063 | $19,275-94.5% | $15,885-93.3% | $13,390-92.1% |