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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 | $174,113 | $217,432-19.9% | $185,849-6.3% | $167,536+3.9% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 12.22% | 148.42%-136.2pp | 122.10%-109.9pp | 478.82%-466.6pp |
| Employer contribution / active EE | $1,292 | $5,875-78.0% | $5,169-75.0% | $4,839-73.3% |
| Participant deferral / active EE | $4,997 | $6,357-21.4% | $5,569-10.3% | $6,342-21.2% |
| Admin fee / account holder | $1,217 | $19,818-93.9% | $16,244-92.5% | $12,315-90.1% |