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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 | $129,647 | $175,257-26.0% | $149,717-13.4% | $139,456-7.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 27.21% | 166.70%-139.5pp | 134.41%-107.2pp | 373.45%-346.2pp |
| Employer contribution / active EE | $2,066 | $5,477-62.3% | $4,820-57.1% | $4,753-56.5% |
| Participant deferral / active EE | $4,835 | $6,521-25.9% | $5,682-14.9% | $6,711-28.0% |
| Admin fee / account holder | $1,337 | $16,156-91.7% | $13,213-89.9% | $11,407-88.3% |