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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 | $149,309 | $150,435-0.7% | $120,580+23.8% | $145,897+2.3% |
| Participation rate | 42.9% | 78.8%-35.9pp | 72.0%-29.1pp | 80.3%-37.4pp |
| Annual return | 16.68% | 154.60%-137.9pp | 107.48%-90.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $956 | $4,352-78.0% | $3,469-72.4% | $4,663-79.5% |
| Participant deferral / active EE | $5,181 | $6,174-16.1% | $4,995+3.7% | $6,689-22.5% |
| Admin fee / account holder | $9,680 | $12,182-20.5% | $9,418+2.8% | $13,390-27.7% |