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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 | $125,811 | $144,130-12.7% | $117,861+6.7% | $147,586-14.8% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 17.95% | 531.20%-513.2pp | 335.11%-317.2pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,844 | $4,897-62.3% | $3,786-51.3% | $4,876-62.2% |
| Participant deferral / active EE | $3,911 | $5,316-26.4% | $4,482-12.7% | $5,439-28.1% |
| Admin fee / account holder | $2,438 | $10,887-77.6% | $8,021-69.6% | $10,886-77.6% |