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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 | $124,445 | $217,432-42.8% | $185,849-33.0% | $167,536-25.7% |
| Participation rate | 61.5% | 86.1%-24.5pp | 81.7%-20.2pp | 82.1%-20.6pp |
| Annual return | 17.25% | 148.42%-131.2pp | 122.10%-104.8pp | 478.82%-461.6pp |
| Employer contribution / active EE | $1,723 | $5,875-70.7% | $5,169-66.7% | $4,839-64.4% |
| Participant deferral / active EE | $3,301 | $6,357-48.1% | $5,569-40.7% | $6,342-48.0% |
| Admin fee / account holder | $1,479 | $19,818-92.5% | $16,244-90.9% | $12,315-88.0% |