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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 | $145,853 | $152,612-4.4% | $125,192+16.5% | $152,897-4.6% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 24.69% | 54.85%-30.2pp | 43.79%-19.1pp | 345.43%-320.7pp |
| Employer contribution / active EE | $3,534 | $4,947-28.6% | $3,866-8.6% | $4,764-25.8% |
| Participant deferral / active EE | $3,961 | $5,868-32.5% | $4,937-19.8% | $5,851-32.3% |
| Admin fee / account holder | $1,040 | $13,437-92.3% | $9,704-89.3% | $11,599-91.0% |