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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 | $123,694 | $175,231-29.4% | $149,696-17.4% | $139,466-11.3% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 22.70% | 166.77%-144.1pp | 134.46%-111.8pp | 373.66%-351.0pp |
| Employer contribution / active EE | $1,485 | $5,478-72.9% | $4,821-69.2% | $4,754-68.8% |
| Participant deferral / active EE | $6,100 | $6,521-6.5% | $5,682+7.4% | $6,712-9.1% |
| Admin fee / account holder | $2,787 | $16,155-82.7% | $13,212-78.9% | $11,409-75.6% |